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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
576
Cardiff Park Advisors
California
$685K +$3.57K +97 +0.5%
HIA
577
Harbor Investment Advisory
Maryland
$683K – – –
WHC
578
Wulff, Hansen & Co
California
$683K +$67.4K +1,833 +11%
GA
579
GoalVest Advisory
New York
$680K +$687K +18,678 New
YIA
580
YHB Investment Advisors
Connecticut
$678K -$1.04M -28,400 -60%
LA
581
Latitude Advisors
Florida
$675K -$1.93M -52,414 -74%
WJA
582
Willis Johnson & Associates
Texas
$675K -$482K -13,117 -41%
LMKC
583
L.M. Kohn & Company
Ohio
$675K +$681K +18,533 New
AOWM
584
Alpha Omega Wealth Management
Virginia
$674K +$3.35K +91 +0.5%
ISL
585
Ingalls & Snyder LLC
New York
$674K +$239K +6,500 +54%
RWB
586
RMR Wealth Builders
New Jersey
$672K +$42.8K +1,165 +7%
SC
587
Seldon Capital
California
$670K – – –
MCM
588
Maryland Capital Management
Maryland
$670K +$11.5K +312 +2%
CA
589
CGN Advisors
Kansas
$666K -$284K -7,722 -30%
EGA
590
E&G Advisors
Texas
$666K -$7.35K -200 -1%
TWM
591
Titus Wealth Management
California
$660K -$36.8K -1,000 -5%
SW
592
SkyOak Wealth
Michigan
$658K -$145K -3,956 -18%
DAS
593
Dynamic Advisor Solutions
Arizona
$653K +$127K +3,456 +24%
WFA
594
Websterrogers Financial Advisors
South Carolina
$647K +$658K +17,884 New
BAM
595
Brave Asset Management
New Jersey
$642K -$12.8M -349,039 -95%
BTWM
596
Baker Tilly Wealth Management
Wisconsin
$641K +$19.5K +530 +3%
ATPW
597
Ashton Thomas Private Wealth
Arizona
$637K -$586K -15,944 -48%
GLA
598
Good Life Advisors
Pennsylvania
$637K +$100K +2,730 +18%
CA
599
CoreCap Advisors
Michigan
$636K -$16.2K -441 -2%
AWE
600
Avidian Wealth Enterprises
Texas
$634K +$368 +10 +0.1%
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