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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
651
BerganKDV Wealth Management
Minnesota
$425K +$294K +8,680 +204%
MGIA
652
Moneta Group Investment Advisors
Missouri
$423K +$28.4K +839 +7%
BA
653
Bridge Advisory
California
$423K +$432K +12,773 New
CWM
654
Collaborative Wealth Management
Florida
$421K +$433K +12,805 New
WF
655
Warner Financial
Maryland
$418K +$1.05K +31 +0.2%
CCG
656
Cypress Capital Group
Florida
$417K -$60.4K -1,785 -12%
SG
657
Somerset Group
Minnesota
$416K – – –
CAWM
658
Capital Advisors Wealth Management
Washington
$415K -$414K -12,235 -49%
OCM
659
Objective Capital Management
Ohio
$413K -$84.7K -2,502 -17%
CH
660
Canton Hathaway
Rhode Island
$411K – – –
EWM
661
Endurance Wealth Management
Rhode Island
$407K -$10.2K -301 -2%
PGAM
662
Princeton Global Asset Management
New Jersey
$406K -$580K -17,129 -58%
KCIA
663
Kingsbury Capital Investment Advisors
Illinois
$406K +$14.5K +429 +4%
CWM
664
Cordatus Wealth Management
Pennsylvania
$403K -$1.51M -44,498 -78%
COCM
665
Charter Oak Capital Management
New Hampshire
$401K -$95.4K -2,818 -19%
ES
666
ETF Store
Kansas
$401K +$10.9K +322 +3%
FNT
667
First Nebraska Trust
Nebraska
$400K -$11.4K -336 -3%
SIS
668
Sound Income Strategies
Florida
$398K -$11.2K -331 -3%
WCM
669
WealthBridge Capital Management
Ohio
$394K +$50.9K +1,504 +14%
WAM
670
Worth Asset Management
Texas
$391K -$179K -5,280 -31%
FNWM
671
Financial Network Wealth Management
Utah
$389K -$3.11K -92 -0.8%
ACK
672
Andrew C. Karlinski
$384K +$338 +10 +0.1%
HWM
673
Hohimer Wealth Management
Washington
$383K -$39.7K -1,172 -9%
SCM
674
Schnieders Capital Management
California
$383K -$29.2K -864 -7%
BFG
675
Beacon Financial Group
Texas
$383K +$18.9K +558 +5%
25 26
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