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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Avior Wealth Management
Nebraska
$554K +$6.06K +179 +1%
WHC
577
Wulff, Hansen & Co
California
$553K -$66.1K -1,953 -10%
GA
578
GoalVest Advisory
New York
$552K -$64.5K -1,905 -10%
WPC
579
Waters Parkerson & Co
Louisiana
$551K – – –
FWIA
580
Fort Washington Investment Advisors
Ohio
$548K – – –
MFG
581
Merit Financial Group
Georgia
$547K +$27.6K +817 +5%
KPWS
582
Kestra Private Wealth Services
Texas
$546K -$361K -10,653 -39%
SW
583
SkyOak Wealth
Michigan
$543K -$52.6K -1,555 -9%
AMM
584
American Money Management
California
$537K -$18.3K -540 -3%
MCA
585
Magnolia Capital Advisors
Mississippi
$537K -$7.55K -223 -1%
PBF
586
Petix & Botte Financial
California
$531K -$555K -16,387 -50%
OPS
587
Orion Portfolio Solutions
Nebraska
$531K -$197K -5,825 -26%
GLA
588
Good Life Advisors
Pennsylvania
$531K -$45.7K -1,349 -8%
BAM
589
Brave Asset Management
New Jersey
$530K -$50.8K -1,500 -9%
SAS
590
Sanford Advisory Services
Michigan
$529K -$16.8K -496 -3%
ATC
591
Argent Trust Co
Tennessee
$526K -$390K -11,532 -42%
AWE
592
Avidian Wealth Enterprises
Texas
$526K -$48.4K -1,431 -8%
ACM
593
Ascendant Capital Management
California
$526K +$541K +16,000 New
SSW
594
Stone Summit Wealth
Florida
$524K -$178K -5,246 -25%
CSIA
595
Charles Schwab Investment Advisory
California
$518K +$187K +5,528 +54%
F4L
596
Fortune 45 LLC
Louisiana
$516K -$28.4K -838 -5%
TWM
597
Titus Wealth Management
California
$509K -$89.5K -2,644 -15%
BCM
598
Bluefin Capital Management
New York
$509K +$523K +15,455 New
GFS
599
GYL Financial Synergies
Connecticut
$505K +$15.8K +467 +3%
JAG
600
Journey Advisory Group
Kentucky
$504K +$157K +4,650 +47%
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