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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
676
TD Capital Management
Tennessee
$358K -$8.04K -258 -2%
IP
677
Indivisible Partners
Florida
$357K +$359K +11,517 New
PCA
678
Pallas Capital Advisors
Massachusetts
$353K – – –
DW
679
Dodds Wealth
Colorado
$351K +$6.51K +209 +2%
AFS
680
AFG Fiduciary Services
Massachusetts
$348K +$6.13K +197 +2%
TAM
681
Titleist Asset Management
Texas
$348K +$20.6K +660 +6%
AFG
682
Atomi Financial Group
New York
$347K +$31.9K +1,023 +10%
HP
683
Haven Private
Florida
$347K – – –
BF
684
BOK Financial
Oklahoma
$344K -$62.3K -2,000 -15%
TWC
685
TD Waterhouse Canada
Ontario, Canada
$344K – – –
SSW
686
Stone Summit Wealth
Florida
$344K -$317K -10,180 -48%
IA
687
Inspire Advisors
Idaho
$342K +$24.7K +792 +8%
LIA
688
LBMC Investment Advisors
Tennessee
$341K -$35.4K -1,136 -9%
NFG
689
Norris Financial Group
South Carolina
$341K – – –
GVAG
690
Great Valley Advisor Group
Delaware
$337K -$143K -4,579 -30%
TA
691
TrueWealth Advisors
Alabama
$335K -$182K -5,846 -35%
CTC
692
Central Trust Company
Missouri
$333K -$38.6K -1,241 -10%
SW
693
SkyOak Wealth
Michigan
$333K -$65.5K -2,102 -16%
BC
694
Burney Company
Virginia
$331K -$39.6K -1,272 -11%
SAM
695
Sawgrass Asset Management
Florida
$331K -$160K -5,140 -32%
RF
696
Robbins Farley
New Hampshire
$331K +$251K +8,073 +310%
FT
697
Fiduciary Trust
Massachusetts
$330K – – –
MWM
698
Mission Wealth Management
California
$330K -$139K -4,473 -30%
AWM
699
Avaii Wealth Management
Wisconsin
$329K +$11K +352 +3%
EIA
700
Edgemoor Investment Advisors
Maryland
$328K -$5.76K -185 -2%
26 27
28
29 30