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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
676
First Merchants Corp
Indiana
$379K -$5.98K -190 -2%
IFO
677
Independent Family Office
New York
$379K -$73.3K -2,328 -16%
KWM
678
KFG Wealth Management
Indiana
$377K -$5.35K -170 -1%
WCG
679
Weaver Consulting Group
California
$376K -$26.3K -835 -7%
NWM
680
Northcape Wealth Management
New York
$375K -$9.44K -300 -2%
FB
681
Fulton Bank
Pennsylvania
$373K – – –
CWP
682
Core Wealth Partners
California
$373K – – –
EFG
683
Ehrlich Financial Group
California
$373K – – –
EWA
684
EP Wealth Advisors
California
$372K +$10.7K +340 +3%
RWB
685
RMR Wealth Builders
New Jersey
$372K +$3.05K +97 +0.8%
IFA
686
Interactive Financial Advisors
Illinois
$371K -$9K -286 -2%
NFA
687
Northwest Financial Advisors
Virginia
$366K +$366K +11,616 New
WCM
688
Whitener Capital Management
North Carolina
$366K +$365K +11,606 New
CAWM
689
Capital Advisors Wealth Management
Washington
$365K +$24.5K +778 +7%
MA
690
MONECO Advisors
Connecticut
$364K -$45.4K -1,443 -11%
TCM
691
TD Capital Management
Tennessee
$360K +$976 +31 +0.3%
CIC
692
Cutler Investment Counsel
Oregon
$359K -$56.1K -1,783 -14%
CFB
693
Cullen/Frost Bankers
Texas
$356K -$4.5K -143 -1%
PWP
694
Principle Wealth Partners
Connecticut
$354K +$63.2K +2,007 +22%
GEA
695
Glen Eagle Advisors
New Jersey
$354K -$32.3K -1,025 -8%
RG
696
Rathbones Group
United Kingdom
$354K – – –
SFG
697
Seamount Financial Group
Colorado
$353K +$94K +2,985 +36%
VST
698
Van Strum & Towne
California
$353K -$9.44K -300 -3%
AA
699
AlphaCentric Advisors
Puerto Rico
$352K +$2.58K +82 +0.7%
IAA
700
Independent Advisor Alliance
North Carolina
$351K +$351K +11,136 New
26 27
28
29 30