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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
576
Glen Eagle Advisors
New Jersey
$510K -$32.3K -963 -6%
KCIA
577
Kingsbury Capital Investment Advisors
Illinois
$510K +$126K +3,757 +30%
CAWM
578
Capital Advisors Wealth Management
Washington
$507K +$113K +3,371 +27%
WIM
579
WealthPlan Investment Management
Nebraska
$504K +$533K +15,889 New
VVP
580
Venture Visionary Partners
Ohio
$503K +$59.8K +1,785 +13%
CSIA
581
Charles Schwab Investment Advisory
California
$500K +$670 +20 +0.1%
AMM
582
American Money Management
California
$498K -$20.1K -600 -4%
SAS
583
Sanford Advisory Services
Michigan
$497K -$13.3K -396 -2%
MHR
584
Matthew Hamilton Rosenberg
$496K -$179K -5,348 -25%
HCP
585
Hexagon Capital Partners
Arkansas
$493K -$151K -4,490 -22%
FFS
586
Founders Financial Securities
Maryland
$492K +$178K +5,308 +52%
CFG
587
Citizens Financial Group
Rhode Island
$490K -$105K -3,136 -17%
FB
588
Fulton Bank
Pennsylvania
$479K – – –
VHAM
589
Van Hulzen Asset Management
California
$478K +$235 +7 +0%
LWANC
590
Laurel Wealth Advisors (North Carolina)
North Carolina
$476K -$98.9K -2,950 -16%
WFAG
591
Wescott Financial Advisory Group
Pennsylvania
$475K – – –
CSIC
592
Clifford Swan Investment Counsel
California
$469K -$670 -20 -0.1%
RC
593
Reik & Co
New York
$467K – – –
AT
594
American Trust
Kentucky
$467K +$494K +14,733 New
DG
595
DMC Group
Alabama
$465K -$3.39K -101 -0.7%
FHC
596
First Heartland Consultants
Missouri
$465K +$2.04K +61 +0.4%
MA
597
MKT Advisors
California
$464K +$101 +3 +0%
GFS
598
GYL Financial Synergies
Connecticut
$463K -$24.8K -739 -5%
AWE
599
Avidian Wealth Enterprises
Texas
$462K -$46.6K -1,389 -9%
HIA
600
Harbor Investment Advisory
Maryland
$461K -$6.7K -200 -1%
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