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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
601
Sweeney & Michel
California
$453K +$6.13K +197 +1%
BCM
602
Boreal Capital Management
Florida
$452K -$1.14M -36,511 -71%
AFP
603
Ausdal Financial Partners
Iowa
$444K -$20.6K -660 -4%
CWP
604
Cyndeo Wealth Partners
Florida
$443K -$841 -27 -0.2%
CAWM
605
Capital Advisors Wealth Management
Washington
$442K -$260K -8,337 -37%
EA
606
Eclectic Associates
California
$442K +$22.8K +731 +5%
VA
607
Valmark Advisers
Ohio
$440K -$62.8K -2,017 -12%
KA
608
Klingman & Associates
New York
$440K – – –
IW
609
Instrumental Wealth
Florida
$439K +$8.91K +286 +2%
NGA
610
Naples Global Advisors
Florida
$438K +$232K +7,465 +112%
PWP
611
Principle Wealth Partners
Connecticut
$438K -$623 -20 -0.1%
VHAM
612
Van Hulzen Asset Management
California
$438K -$31.6K -1,016 -7%
EWA
613
Evolution Wealth Advisors
Florida
$435K – – –
SWP
614
Strategic Wealth Partners
Ohio
$435K -$23.2K -745 -5%
QCM
615
Quantinno Capital Management
New York
$435K +$164K +5,270 +60%
DA
616
Detalus Advisors
Missouri
$434K – – –
MWPCG
617
Measured Wealth Private Client Group
New Hampshire
$434K +$24.7K +793 +6%
NPT
618
National Philanthropic Trust
Pennsylvania
$433K – – –
HIA
619
Harbor Investment Advisory
Maryland
$433K – – –
AIS
620
AM Investment Strategies
Tennessee
$431K +$4.14K +133 +1%
PWP
621
Perfromance Wealth Partners
Illinois
$430K -$24.9K -800 -5%
RWM
622
Rialto Wealth Management
New York
$426K +$8.16K +262 +2%
PAMG
623
Patton Albertson Miller Group
Tennessee
$424K – – –
AA
624
AlphaCentric Advisors
Puerto Rico
$424K +$426K +13,689 New
BAM
625
Banta Asset Management
California
$421K +$423K +13,590 New
23 24
25
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