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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
601
Perfromance Wealth Partners
Illinois
$443K +$280 +9 +0.1%
HPCM
602
Hunter Perkins Capital Management
Illinois
$441K -$75.6K -2,427 -14%
BL
603
BCWM LLC
Kansas
$436K -$6.26K -201 -1%
BFG
604
Beacon Financial Group
Texas
$435K +$33.3K +1,069 +8%
GSC
605
Ground Swell Capital
South Carolina
$433K +$209K +6,707 +89%
WBG
606
Wharton Business Group
Pennsylvania
$431K -$99.5K -3,195 -18%
VAG
607
VisionPoint Advisory Group
Texas
$429K -$1.62K -52 -0.4%
AIS
608
AM Investment Strategies
Tennessee
$428K +$3.08K +99 +0.7%
IW
609
Instrumental Wealth
Florida
$428K +$841 +27 +0.2%
NPT
610
National Philanthropic Trust
Pennsylvania
$427K – – –
FNT
611
First Nebraska Trust
Nebraska
$426K +$38.6K +1,239 +10%
HIA
612
Harbor Investment Advisory
Maryland
$426K – – –
DA
613
Detalus Advisors
Missouri
$424K – – –
GT
614
Glenmede Trust
Pennsylvania
$424K -$164K -5,280 -28%
RWM
615
Rialto Wealth Management
New York
$420K – – –
CKAIS
616
Christensen King & Associates Investment Services
Washington
$418K – – –
PAMG
617
Patton Albertson Miller Group
Tennessee
$418K – – –
PEA
618
Park Edge Advisors
Ohio
$411K +$4.11K +132 +1%
BCM
619
Boreal Capital Management
Florida
$409K +$417K +13,400 New
KA
620
Klingman & Associates
New York
$407K -$20.7K -663 -5%
WSC
621
Wellington Shields & Co
New York
$406K +$29.6K +950 +8%
JSL
622
JT Stratford LLC
Georgia
$406K -$53.9K -1,729 -12%
RCA
623
Ranch Capital Advisors
Florida
$405K -$4.86K -156 -1%
KWA
624
Kingswood Wealth Advisors
California
$404K -$14.1K -453 -3%
BBL
625
Beck Bode LLC
Massachusetts
$403K +$61.5K +1,975 +18%
23 24
25
26 27