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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Crabel Capital Management
California
$297K +$294K +8,160 New
ECM
627
Elgethun Capital Management
South Dakota
$296K -$1.8K -50 -0.6%
VWM
628
Venturi Wealth Management
Texas
$295K +$5.72K +159 +2%
WP
629
WealthPLAN Partners
Nebraska
$293K +$43.8K +1,217 +18%
TP
630
Tranquility Partners
Tennessee
$293K +$54K +1,500 +23%
HCM
631
HMS Capital Management
Tennessee
$290K +$19.8K +549 +7%
GSWM
632
Golden State Wealth Management
California
$284K +$7.02K +195 +3%
MGIA
633
Moneta Group Investment Advisors
Missouri
$283K -$243K -6,757 -47%
VFPI
634
Vantage Financial Partners (Illinois)
Illinois
$283K – – –
CRC
635
Curi RMB Capital
Illinois
$282K -$6.41M -177,998 -96%
GRP
636
Global Retirement Partners
California
$281K -$2.66K -74 -1%
MAG
637
Mayfair Advisory Group
Alabama
$280K +$25.4K +705 +10%
OFG
638
Omega Financial Group
California
$279K +$27.9K +775 +11%
CA
639
Cornerstone Advisory
Maryland
$278K -$56.5K -1,571 -17%
MAP
640
Milestone Advisory Partners
North Carolina
$270K – – –
MAWCM
641
Mine & Arao Wealth Creation & Management
California
$270K +$3.56K +99 +1%
HIA
642
Harbor Investment Advisory
Maryland
$270K +$7.2K +200 +3%
APW
643
Aurora Private Wealth
New Jersey
$269K +$33.6K +934 +14%
WSTAM
644
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$16.6K +461 +7%
SWP
645
Strategic Wealth Partners
Ohio
$268K +$49K +1,362 +23%
GM
646
GeoWealth Management
Illinois
$267K -$10.3K -287 -4%
AAA
647
Adams Asset Advisors
Texas
$266K – – –
MCM
648
Marathon Capital Management
Maryland
$263K -$6.62K -184 -2%
CWAF
649
Core Wealth Advisors (Florida)
Florida
$260K -$101K -2,793 -28%
WJWM
650
Williams Jones Wealth Management
New York
$260K -$4.5K -125 -2%
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