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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
601
Glen Eagle Advisors
New Jersey
$438K -$54.6K -1,755 -11%
IFO
602
Independent Family Office
New York
$438K – – –
FLA
603
Financial Life Advisors
Texas
$437K +$166K +5,349 +60%
VHAM
604
Van Hulzen Asset Management
California
$436K -$24.7K -795 -5%
CWP
605
Cyndeo Wealth Partners
Florida
$431K +$439K +14,125 New
EWA
606
Evolution Wealth Advisors
Florida
$429K – – –
FT
607
Fiduciary Trust
Massachusetts
$429K +$10.5K +338 +2%
CAWM
608
Capital Advisors Wealth Management
Washington
$429K -$60.9K -1,957 -12%
FDS
609
Freedom Day Solutions
Texas
$429K +$437K +14,039 New
SC
610
Stolper & Co
Oklahoma
$428K -$15.6K -502 -3%
CWM
611
Chemistry Wealth Management
New York
$427K -$5.16K -166 -1%
PMG
612
ProVise Management Group
Florida
$427K – – –
ICG
613
InterOcean Capital Group
Tennessee
$424K -$14.7K -474 -3%
BA
614
Bristlecone Advisors
Washington
$423K – – –
GLA
615
Good Life Advisors
Pennsylvania
$423K -$74.6K -2,398 -15%
DG
616
DMC Group
Alabama
$420K -$28K -900 -6%
HL
617
HeadInvest LLC
Maine
$419K – – –
FFS
618
Founders Financial Securities
Maryland
$418K -$56.9K -1,829 -12%
PWP
619
Principle Wealth Partners
Connecticut
$414K – – –
GWM
620
Greenwich Wealth Management
Connecticut
$411K -$109K -3,500 -21%
CF
621
Centaurus Financial
California
$408K -$138K -4,421 -25%
SNBOSCI
622
Security National Bank of Sioux City Iowa
Iowa
$404K -$12.4K -400 -3%
JAG
623
Journey Advisory Group
Kentucky
$403K +$75.2K +2,416 +22%
LWANC
624
Laurel Wealth Advisors (North Carolina)
North Carolina
$403K -$57.2K -1,840 -12%
TH
625
TCTC Holdings
Texas
$402K -$232K -7,458 -36%
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