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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
651
Wealth Dimensions Group
Ohio
$432K -$9.47K -290 -2%
BHWM
652
Bar Harbor Wealth Management
New Hampshire
$432K +$26.1K +800 +6%
GI
653
GLOBALT Investments
Georgia
$432K -$1.31K -40 -0.3%
AWA
654
Arete Wealth Advisors
Illinois
$431K +$71.4K +2,188 +19%
EA
655
Eclectic Associates
California
$431K +$9.14K +280 +2%
LWMM
656
Legacy Wealth Management (Mississippi)
Mississippi
$429K +$108K +3,317 +32%
WHC
657
Wulff, Hansen & Co
California
$428K -$5.39K -165 -1%
AG
658
AmeriFlex Group
Nevada
$426K +$438K +13,404 New
CCB
659
Country Club Bank
Missouri
$426K +$84.4K +2,585 +24%
HCP
660
Hexagon Capital Partners
Arkansas
$426K +$163K +4,992 +58%
LA
661
Lifeworks Advisors
Michigan
$425K -$167K -5,130 -28%
MCA
662
Magnolia Capital Advisors
Mississippi
$423K +$439K +13,453 New
MQWP
663
Morey & Quinn Wealth Partners
Nebraska
$421K +$437K +13,395 New
FSA
664
Fort Sheridan Advisors
Illinois
$421K – – –
TSWM
665
Tyler-Stone Wealth Management
Ohio
$420K +$1.8K +55 +0.4%
TA
666
TFB Advisors
Kansas
$419K -$66.2K -2,026 -13%
PP
667
Prudential plc
United Kingdom
$418K -$2.08M -63,760 -83%
FWM
668
Finer Wealth Management
Massachusetts
$417K -$155K -4,756 -26%
AMBIA
669
Allen Mooney & Barnes Investment Advisors
Georgia
$416K -$16.6K -508 -4%
BF
670
BOK Financial
Oklahoma
$415K -$229K -7,000 -34%
CFD
671
Creative Financial Designs
Indiana
$415K +$303K +9,280 +237%
AWE
672
Avidian Wealth Enterprises
Texas
$414K -$45.8K -1,403 -10%
MWPCG
673
Measured Wealth Private Client Group
New Hampshire
$412K +$43K +1,316 +11%
FFBTD
674
First Financial Bank - Trust Division
Ohio
$412K -$512K -15,674 -54%
CFS
675
CRA Financial Services
New Jersey
$411K +$81.6K +2,500 +24%
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