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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
626
Belpointe Asset Management
Nevada
$386K -$396K -12,934 -51%
ABC
627
Associated Banc-Corp
Wisconsin
$386K +$34.8K +1,137 +10%
RG
628
Rathbones Group
United Kingdom
$383K – – –
CWAG
629
Carlsbad Wealth Advisory Group
California
$382K +$378K +12,350 New
LWM
630
LJI Wealth Management
Indiana
$379K +$168K +5,484 +81%
GWM
631
Greenwich Wealth Management
Connecticut
$376K -$27.5K -900 -7%
HCP
632
Hexagon Capital Partners
Arkansas
$375K – – –
CS
633
Credit Suisse
Switzerland
$375K – – –
LWP
634
Lumature Wealth Partners
Georgia
$375K +$30.6K +1,000 +9%
CWP
635
Core Wealth Partners
California
$375K -$99.4K -3,250 -21%
FNB
636
Farmers National Bank
Kentucky
$374K – – –
FSA
637
Fort Sheridan Advisors
Illinois
$374K – – –
EWA
638
EP Wealth Advisors
California
$371K -$4.42M -144,407 -96%
BB
639
Bell Bank
North Dakota
$369K -$32.4K -1,058 -8%
GVAG
640
Great Valley Advisor Group
Delaware
$364K +$7.28K +238 +2%
GBT
641
Grove Bank & Trust
Florida
$361K – – –
SP
642
SWS Partners
Ohio
$361K – – –
CCFM
643
Clear Creek Financial Management
Washington
$360K -$42.7K -1,394 -11%
WPC
644
Wedmont Private Capital
Pennsylvania
$359K -$210K -6,879 -37%
BFG
645
Beacon Financial Group
Texas
$358K +$14.9K +488 +4%
LCWP
646
Legacy Capital Wealth Partners
Arkansas
$356K -$1.97M -64,486 -85%
TC
647
TAGStone Capital
North Carolina
$353K +$5.88K +192 +2%
NFG
648
Nations Financial Group
Iowa
$352K +$20.7K +676 +6%
MFG
649
Merit Financial Group
Georgia
$349K +$345K +11,280 New
CRC
650
Curi RMB Capital
Illinois
$345K -$26.8K -875 -7%
24 25
26
27 28