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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
Meridian Wealth Management
Kentucky
$361K +$448 +12 +0.1%
GG
677
GenWealth Group
New Jersey
$360K – – –
CPIA
678
Cornell Pochily Investment Advisors
New York
$359K -$34.9K -933 -9%
FT
679
Fiduciary Trust
Massachusetts
$354K +$343K +9,181 New
SIA
680
Soltis Investment Advisors
Utah
$353K -$5.98K -160 -2%
RT
681
Rockland Trust
Massachusetts
$352K -$32.1K -860 -9%
RA
682
Reby Advisors
Connecticut
$351K +$341K +9,123 New
ACA
683
Aptus Capital Advisors
Alabama
$350K -$10.1K -271 -3%
FSA
684
Fort Sheridan Advisors
Illinois
$348K – – –
SFA
685
Sequoia Financial Advisors
Ohio
$348K +$15.5K +416 +5%
RWB
686
RMR Wealth Builders
New Jersey
$345K -$720K -19,278 -68%
MCA
687
Magnolia Capital Advisors
Mississippi
$342K +$26.7K +714 +9%
CFB
688
Cullen/Frost Bankers
Texas
$340K -$4.78K -128 -1%
CCA
689
Cadent Capital Advisors
Oklahoma
$340K +$330K +8,829 New
NF
690
Nikulski Financial
Iowa
$339K -$52.7K -1,410 -14%
RWA
691
Redhawk Wealth Advisors
Minnesota
$336K +$326K +8,719 New
MBTD
692
Mechanics Bank - Trust Department
California
$335K – – –
EW
693
Evoke Wealth
California
$335K +$291K +7,800 +867%
SWM
694
Southern Wealth Management
Texas
$333K +$323K +8,656 New
GJIC
695
Gamble Jones Investment Counsel
California
$331K – – –
CA
696
Cornerstone Advisory
Maryland
$330K +$35.3K +944 +12%
CA
697
CGN Advisors
Kansas
$330K +$320K +8,575 New
PCM
698
Princeton Capital Management
New Jersey
$328K +$75 +2 +0%
JCM
699
Jacobsen Capital Management
Utah
$327K +$2.73K +73 +0.8%
WHG
700
Westwood Holdings Group
Texas
$327K +$317K +8,472 New
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