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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
626
Wulff, Hansen & Co
California
$455K -$597 -20 -0.1%
CL
627
Choreo LLC
Illinois
$454K +$82.2K +2,751 +23%
VST
628
Van Strum & Towne
California
$453K – – –
CWP
629
Cyndeo Wealth Partners
Florida
$452K -$21.3K -712 -5%
MLA
630
My Legacy Advisors
Oregon
$450K -$37.3K -1,250 -8%
CIC
631
Cutler Investment Counsel
Oregon
$448K -$27.2K -912 -6%
EWA
632
Evolution Wealth Advisors
Florida
$448K – – –
IFO
633
Independent Family Office
New York
$448K – – –
VVP
634
Venture Visionary Partners
Ohio
$446K -$86.8K -2,907 -17%
BC
635
Barrett & Company
Rhode Island
$446K -$21.2K -708 -5%
FHA
636
Flagship Harbor Advisors
Massachusetts
$444K -$7.83K -262 -2%
HAG
637
HF Advisory Group
Maryland
$440K -$40.3K -1,349 -9%
AAM
638
Advisors Asset Management
Colorado
$437K +$69.2K +2,315 +20%
KA
639
Klingman & Associates
New York
$437K +$419K +14,013 New
PTCG
640
Pring Turner Capital Group
California
$437K -$230K -7,695 -35%
RSWM
641
Robertson Stephens Wealth Management
California
$437K -$70.6K -2,363 -14%
RCA
642
Ranch Capital Advisors
Florida
$433K -$28.6K -959 -6%
FMC
643
First Merchants Corp
Indiana
$432K -$143K -4,801 -26%
EGA
644
E&G Advisors
Texas
$431K -$8.37K -280 -2%
GLA
645
Good Life Advisors
Pennsylvania
$429K -$6.36K -213 -2%
AMM
646
American Money Management
California
$428K -$7.47K -250 -2%
CA
647
Carson Advisory
Georgia
$425K +$161K +5,375 +65%
HIA
648
Harbor Investment Advisory
Maryland
$424K +$27.5K +920 +7%
NFG
649
Nations Financial Group
Iowa
$415K +$14.3K +477 +4%
PP
650
Prudential plc
United Kingdom
$415K – – –
24 25
26
27 28