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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
$380K -$31K -925 -7%
GVAG
652
Great Valley Advisor Group
Delaware
$377K -$247K -7,374 -38%
SPFA
653
Summit Place Financial Advisors
New Jersey
$377K -$65.4K -1,950 -14%
ES
654
ETF Store
Kansas
$376K -$5.8K -173 -1%
SIS
655
Sound Income Strategies
Florida
$372K -$12.2K -365 -3%
BFG
656
Beacon Financial Group
Texas
$370K – – –
GJIC
657
Gamble Jones Investment Counsel
California
$370K +$13.4K +400 +4%
FNWM
658
Financial Network Wealth Management
Utah
$369K -$6.37K -190 -2%
HWM
659
Hohimer Wealth Management
Washington
$369K – – –
SCM
660
Schnieders Capital Management
California
$369K – – –
MFA
661
Mayflower Financial Advisors
Massachusetts
$369K +$32.1K +959 +9%
RFN
662
RDA Financial Network
Iowa
$368K -$60.3K -1,798 -13%
CWM
663
Cordatus Wealth Management
Pennsylvania
$364K -$25.5K -760 -6%
CB
664
Cadence Bank
Mississippi
$364K +$385K +11,481 New
PCM
665
Parsons Capital Management
Rhode Island
$362K – – –
TWA
666
TCI Wealth Advisors
Arizona
$359K -$4.39K -131 -1%
UL
667
Unionview LLC
Washington
$359K +$97.9K +2,922 +35%
TF
668
TIAA FSB
Florida
$354K +$133K +3,965 +55%
PFC
669
Phocas Financial Corp
California
$351K +$8.38K +250 +2%
FFA
670
Founders Financial Alliance
North Carolina
$350K -$125K -3,716 -25%
ACM
671
AlphaStar Capital Management
North Carolina
$349K +$370K +11,025 New
BFA
672
Bragg Financial Advisors
North Carolina
$348K +$23.5K +700 +7%
PCWA
673
Pacific Capital Wealth Advisors
California
$345K +$670 +20 +0.2%
JAG
674
Journey Advisory Group
Kentucky
$342K -$124K -3,700 -26%
COCM
675
Charter Oak Capital Management
New Hampshire
$342K -$47.3K -1,410 -12%
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