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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Cumberland Advisors
Florida
$656K – – –
IAG
552
Investmark Advisory Group
Connecticut
$655K +$63.3K +1,985 +11%
FCA
553
FinTrust Capital Advisors
South Carolina
$643K +$28.8K +902 +5%
SG
554
StoneX Group
New York
$640K -$173K -5,426 -21%
BIA
555
Barry Investment Advisors
Massachusetts
$637K -$21.5K -675 -3%
FHC
556
First Heartland Consultants
Missouri
$636K -$5.61K -176 -0.9%
MWM
557
Mission Wealth Management
California
$635K -$17.8K -559 -3%
CPA
558
Cardiff Park Advisors
California
$630K -$34.9K -1,095 -5%
PVM
559
Palogic Value Management
Texas
$625K – – –
RSC
560
Red Spruce Capital
Pennsylvania
$625K +$54.9K +1,721 +10%
HVM
561
Harvest Volatility Management
Connecticut
$623K – – –
SAM
562
Sawgrass Asset Management
Florida
$623K -$76.2K -2,390 -11%
LWM
563
LJI Wealth Management
Indiana
$620K +$17.6K +553 +3%
PCP
564
Proficio Capital Partners
Massachusetts
$619K +$612K +19,205 New
CCP
565
Clarity Capital Partners
California
$618K -$2.52K -79 -0.4%
BC
566
Burney Company
Virginia
$618K -$12.2K -383 -2%
LAM
567
LifePro Asset Management
California
$617K -$956 -30 -0.2%
MWM
568
Melfa Wealth Management
Massachusetts
$616K +$258K +8,095 +74%
AF
569
Apollon Financial
South Carolina
$614K -$52.9K -1,659 -8%
SWP
570
Strategic Wealth Partners
Ohio
$613K +$226K +7,088 +59%
AUB
571
Atlantic Union Bankshares
Virginia
$612K +$31.9K +1,000 +6%
B
572
Bensler
Washington
$608K -$76.5K -2,400 -11%
ECM
573
Evergreen Capital Management
Washington
$608K +$73.6K +2,310 +14%
TCM
574
Traynor Capital Management
Pennsylvania
$606K +$75.3K +2,362 +14%
WCM
575
Windham Capital Management
Massachusetts
$604K -$26.7K -838 -4%
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