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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
601
NewEdge Wealth
Pennsylvania
$448K +$25.9K +832 +6%
EWA
602
Emergent Wealth Advisors
New York
$447K +$3.89K +125 +0.9%
GI
603
GAMMA Investing
California
$446K +$261K +8,379 +134%
SM
604
Sweeney & Michel
California
$446K +$4.64K +149 +1%
PWP
605
Perfromance Wealth Partners
Illinois
$443K +$280 +9 +0.1%
HPCM
606
Hunter Perkins Capital Management
Illinois
$441K -$75.6K -2,427 -14%
BL
607
BCWM LLC
Kansas
$436K -$6.26K -201 -1%
BFG
608
Beacon Financial Group
Texas
$435K +$33.3K +1,069 +8%
GSC
609
Ground Swell Capital
South Carolina
$433K +$209K +6,707 +89%
WBG
610
Wharton Business Group
Pennsylvania
$431K -$99.5K -3,195 -18%
VAG
611
VisionPoint Advisory Group
Texas
$429K -$1.62K -52 -0.4%
AIS
612
AM Investment Strategies
Tennessee
$428K +$3.08K +99 +0.7%
IW
613
Instrumental Wealth
Florida
$428K +$841 +27 +0.2%
NPT
614
National Philanthropic Trust
Pennsylvania
$427K – – –
FNT
615
First Nebraska Trust
Nebraska
$426K +$38.6K +1,239 +10%
HIA
616
Harbor Investment Advisory
Maryland
$426K – – –
DA
617
Detalus Advisors
Missouri
$424K – – –
GT
618
Glenmede Trust
Pennsylvania
$424K -$164K -5,280 -28%
RWM
619
Rialto Wealth Management
New York
$420K – – –
CKAIS
620
Christensen King & Associates Investment Services
Washington
$418K – – –
PAMG
621
Patton Albertson Miller Group
Tennessee
$418K – – –
PEA
622
Park Edge Advisors
Ohio
$411K +$4.11K +132 +1%
BCM
623
Boreal Capital Management
Florida
$409K +$417K +13,400 New
KA
624
Klingman & Associates
New York
$407K -$20.7K -663 -5%
WSC
625
Wellington Shields & Co
New York
$406K +$29.6K +950 +8%
23 24
25
26 27