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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
626
NewEdge Wealth
Pennsylvania
$430K -$50.8K -1,612 -10%
HIA
627
Harbor Investment Advisory
Maryland
$429K -$57.2K -1,815 -11%
SM
628
Sweeney & Michel
California
$428K +$465K +14,759 New
CPSC
629
Carl P. Sherr & Co
Massachusetts
$427K – – –
RWM
630
Rialto Wealth Management
New York
$426K -$57.4K -1,820 -12%
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$422K – – –
CCB
632
Country Club Bank
Missouri
$421K +$3.47K +110 +0.8%
GWSG
633
GPS Wealth Strategies Group
Colorado
$420K -$44.2K -1,402 -9%
WDG
634
Wealth Dimensions Group
Ohio
$418K -$3.94K -125 -0.9%
HCP
635
Hexagon Capital Partners
Arkansas
$416K +$315 +10 +0.1%
AIS
636
AM Investment Strategies
Tennessee
$416K -$424K -13,449 -50%
EA
637
Eclectic Associates
California
$415K -$6.46K -205 -1%
TCM
638
Triumph Capital Management
Colorado
$414K -$31.5K -998 -7%
USCWA
639
U.S. Capital Wealth Advisors
Texas
$413K -$46.8K -1,483 -10%
FFG
640
Fortem Financial Group
California
$412K -$26.4K -837 -6%
AMG
641
Advisors Management Group
Wisconsin
$412K -$15.1M -478,365 -97%
TSWM
642
Tyler-Stone Wealth Management
Ohio
$412K +$1.1K +35 +0.3%
AG
643
AmeriFlex Group
Nevada
$412K -$315 -10 -0.1%
PP
644
Prudential plc
United Kingdom
$409K – – –
MQWP
645
Morey & Quinn Wealth Partners
Nebraska
$409K -$3.15K -100 -0.7%
WHC
646
Wulff, Hansen & Co
California
$408K -$10.4K -330 -2%
FFO
647
Fortitude Family Office
Arizona
$403K +$74.8K +2,371 +22%
BF
648
BOK Financial
Oklahoma
$403K -$7.28K -231 -2%
SBH
649
Segall Bryant & Hamill
Illinois
$402K +$45.7K +1,448 +12%
KFS
650
Keynote Financial Services
Connecticut
$402K +$1.26K +40 +0.3%
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