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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
626
SkyOak Wealth
Michigan
$496K – – –
MAWAG
627
Mid-American Wealth Advisory Group
Missouri
$494K -$140K -4,391 -22%
HFA
628
High Falls Advisors
New York
$494K -$10.8K -340 -2%
MFG
629
Midwest Financial Group
Kansas
$490K -$3.19K -100 -0.7%
EIP
630
Ellis Investment Partners
Pennsylvania
$489K +$200K +6,275 +71%
SM
631
Sweeney & Michel
California
$488K +$494K +15,509 New
FA
632
Flagstar Advisors
New York
$486K +$77.8K +2,442 +19%
SC
633
Stolper & Co
Oklahoma
$485K +$4.59K +144 +1%
WE
634
Wealth Effects
Massachusetts
$485K -$69K -2,165 -13%
KFS
635
Keynote Financial Services
Connecticut
$480K +$475K +14,885 New
AAM
636
Advisors Asset Management
Colorado
$480K +$27.5K +864 +6%
TPWM
637
Twelve Points Wealth Management
Massachusetts
$479K -$38.6K -1,212 -8%
RC
638
Rareview Capital
Nevada
$475K +$470K +14,752 New
GWSG
639
GPS Wealth Strategies Group
Colorado
$474K +$96 +3 +0%
PRI
640
Prepared Retirement Institute
Pennsylvania
$471K -$95.7K -3,003 -17%
CFP
641
Cascade Financial Partners
California
$470K +$479K +15,026 New
FFG
642
Fortem Financial Group
California
$469K -$10.1K -317 -2%
ORC
643
O'Rourke & Company
Massachusetts
$469K +$46.9K +1,470 +11%
HAG
644
HF Advisory Group
Maryland
$468K +$13.4K +420 +3%
PAA
645
Peregrine Asset Advisers
Oregon
$465K -$5.58K -175 -1%
EWA
646
Evolution Wealth Advisors
Florida
$463K – – –
IFO
647
Independent Family Office
New York
$462K – – –
VVP
648
Venture Visionary Partners
Ohio
$462K +$287 +9 +0.1%
MLA
649
My Legacy Advisors
Oregon
$461K -$64 -2 -0%
RAG
650
RIA Advisory Group
Iowa
$460K +$455K +14,274 New
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