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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
576
Choreo LLC
Illinois
$473K +$487K +15,157 New
SA
577
Sunesis Advisors
Kansas
$472K +$485K +15,105 New
WCG
578
Weaver Consulting Group
California
$469K -$8.03K -250 -2%
LWMG
579
Levy Wealth Management Group
Pennsylvania
$467K +$2.63K +82 +0.6%
MCA
580
Magnolia Capital Advisors
Mississippi
$465K -$54.2K -1,689 -10%
RC
581
Reik & Co
New York
$460K – – –
RCA
582
Ranch Capital Advisors
Florida
$459K -$25.6K -797 -5%
ICG
583
InterOcean Capital Group
Tennessee
$459K +$25.7K +800 +6%
FHC
584
First Heartland Consultants
Missouri
$458K -$3.28K -102 -0.7%
WHC
585
Wulff, Hansen & Co
California
$457K – – –
SM
586
Sweeney & Michel
California
$456K +$473K +14,730 New
WIM
587
Westside Investment Management
California
$452K +$32 +1 +0%
ST
588
Smithfield Trust
Pennsylvania
$452K -$186K -5,785 -29%
EGA
589
E&G Advisors
Texas
$452K – – –
AMM
590
American Money Management
California
$452K -$27.3K -850 -6%
GWSG
591
GPS Wealth Strategies Group
Colorado
$450K +$96 +3 +0%
IP
592
Ignite Planners
California
$450K +$4.43K +138 +1%
IFO
593
Independent Family Office
New York
$448K – – –
FNBT
594
FineMark National Bank & Trust
Florida
$448K +$45.4K +1,415 +11%
FFG
595
Fortem Financial Group
California
$447K -$145K -4,500 -24%
WP
596
WealthPLAN Partners
Nebraska
$445K -$273K -8,490 -37%
EWA
597
Evolution Wealth Advisors
Florida
$439K – – –
FT
598
Fiduciary Trust
Massachusetts
$439K – – –
JCM
599
Jacobi Capital Management
Pennsylvania
$436K +$30.8K +959 +7%
CIA
600
Capital Investment Advisors
Georgia
$436K +$42.6K +1,325 +10%
22 23
24
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