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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
676
Sound Income Strategies
Florida
$371K +$250K +7,939 +192%
PCM
677
Princeton Capital Management
New Jersey
$368K +$2.37K +75 +0.6%
FHC
678
First Heartland Consultants
Missouri
$366K -$15.3K -484 -4%
CCG
679
Coastwise Capital Group
California
$365K +$23.5K +744 +7%
MWPCG
680
Measured Wealth Private Client Group
New Hampshire
$365K -$39.2K -1,243 -9%
KV
681
Kickstand Ventures
New York
$364K -$4.28M -135,893 -92%
FB
682
Fulton Bank
Pennsylvania
$363K – – –
CWP
683
Core Wealth Partners
California
$363K – – –
EIP
684
Easterly Investment Partners
Massachusetts
$362K -$167K -5,285 -31%
NFA
685
Northwest Financial Advisors
Virginia
$362K +$3.5K +111 +1%
TCM
686
TD Capital Management
Tennessee
$361K +$757 +24 +0.2%
EFG
687
Ehrlich Financial Group
California
$361K -$176K -5,598 -32%
ACP
688
Argyle Capital Partners
California
$358K +$29.9K +950 +9%
TWC
689
TD Waterhouse Canada
Ontario, Canada
$358K +$62.4K +1,978 +20%
BAM
690
Belpointe Asset Management
Nevada
$357K -$309K -9,817 -46%
MWM
691
MGB Wealth Management
Texas
$354K +$31.5K +1,000 +9%
KWM
692
KFG Wealth Management
Indiana
$353K -$15.2K -483 -4%
JWCA
693
J.W. Coons Advisors
Ohio
$353K -$3.31K -105 -0.9%
FPW
694
Flywheel Private Wealth
California
$353K +$9.46K +300 +3%
FWA
695
FSC Wealth Advisors
New York
$349K +$137K +4,356 +62%
V
696
ViaWealth
Kansas
$348K -$172K -5,453 -32%
CFB
697
Cullen/Frost Bankers
Texas
$348K +$252 +8 +0.1%
IAA
698
Independent Advisor Alliance
North Carolina
$346K -$1.52M -48,312 -81%
JAG
699
Journey Advisory Group
Kentucky
$345K -$112K -3,545 -24%
CWM
700
Calamos Wealth Management
Illinois
$342K +$351K +11,139 New
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