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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
626
Castle Rock Wealth Management
California
$262K -$76.2K -2,236 -23%
GM
627
GeoWealth Management
Illinois
$262K +$24.9K +731 +11%
BSW
628
Buckingham Strategic Wealth
Missouri
$260K – – –
MCM
629
Marathon Capital Management
Maryland
$257K +$252K +7,409 New
MAP
630
Milestone Advisory Partners
North Carolina
$256K – – –
HCM
631
HMS Capital Management
Tennessee
$256K +$252K +7,398 New
AIP
632
Almanack Investment Partners
Pennsylvania
$255K -$151K -4,445 -38%
AAA
633
Adams Asset Advisors
Texas
$253K – – –
MAWCM
634
Mine & Arao Wealth Creation & Management
California
$253K +$307 +9 +0.1%
WJWM
635
Williams Jones Wealth Management
New York
$251K +$8.52K +250 +4%
HIA
636
Harbor Investment Advisory
Maryland
$249K +$200K +5,865 +440%
FI
637
Financial Insights
Washington
$248K -$168K -4,943 -69%
BS
638
Banco Santander
Spain
$247K – – –
ECM
639
Elgethun Capital Management
South Dakota
$246K -$291K -8,539 -51%
TCM
640
Tran Capital Management
California
$246K – – –
ABC
641
Associated Banc-Corp
Wisconsin
$245K – – –
SEM
642
Suncoast Equity Management
Florida
$244K +$34 +1 +0%
MFG
643
MidWestOne Financial Group
Iowa
$242K -$78.2K -2,296 -25%
MAG
644
Mayfair Advisory Group
Alabama
$242K – – –
WP
645
WealthPLAN Partners
Nebraska
$242K +$227K +6,655 New
OFG
646
Omega Financial Group
California
$239K -$8.48K -249 -3%
WSTAM
647
Wilbanks Smith & Thomas Asset Management
Virginia
$239K – – –
BFWA
648
Benchmark Financial Wealth Advisors
Florida
$234K +$1.81K +53 +0.8%
LBC
649
Lowe Brockenbrough & Co
Virginia
$233K -$9.3K -273 -4%
AA
650
Advisory Alpha
Michigan
$233K -$9.03K -265 -4%
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