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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
576
Bar Harbor Wealth Management
New Hampshire
$480K – – –
KWM
577
KMT Wealth Management
California
$478K +$489K +15,686 New
OFA
578
Oak Family Advisors
Illinois
$478K -$440K -14,121 -47%
OCM
579
One Capital Management
California
$478K – – –
ECM
580
Evergreen Capital Management
Washington
$474K – – –
MWM
581
Modera Wealth Management
New Jersey
$472K +$83.3K +2,676 +21%
EA
582
Eclectic Associates
California
$471K -$6.85K -220 -1%
NGA
583
Naples Global Advisors
Florida
$470K -$3.89K -125 -0.8%
FF
584
Formulate Financial
Florida
$468K -$934 -30 -0.2%
IA
585
Integrity Alliance
Iowa
$467K -$1.81K -58 -0.4%
BKA
586
Brick & Kyle Associates
Pennsylvania
$462K – – –
VT
587
Vise Technologies
New York
$462K +$263K +8,450 +126%
FNBOO
588
First National Bank of Omaha
Nebraska
$462K -$34.3K -1,100 -7%
KJWM
589
Kiley Juergens Wealth Management
Washington
$462K – – –
MWPCG
590
Measured Wealth Private Client Group
New Hampshire
$461K +$18.4K +591 +4%
ACP
591
Argyle Capital Partners
California
$458K +$90.3K +2,900 +24%
AWA
592
Arete Wealth Advisors
Illinois
$456K -$21.5K -690 -4%
STA
593
Summit Trail Advisors
New York
$454K – – –
MWM
594
Maridea Wealth Management
New York
$452K +$154K +4,950 +50%
BCWM
595
Bartlett & Co Wealth Management
Ohio
$452K -$30.6K -984 -6%
UB
596
UMB Bank
Missouri
$450K – – –
NW
597
NewEdge Wealth
Pennsylvania
$448K +$25.9K +832 +6%
EWA
598
Emergent Wealth Advisors
New York
$447K +$3.89K +125 +0.9%
GI
599
GAMMA Investing
California
$446K +$261K +8,379 +134%
SM
600
Sweeney & Michel
California
$446K +$4.64K +149 +1%
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