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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
701
GLOBALT Investments
Georgia
$291K -$16.3K -523 -5%
CAP
702
Columbia Advisory Partners
Washington
$291K +$530 +17 +0.2%
PMG
703
ProVise Management Group
Florida
$288K – – –
E
704
Entelevest
Florida
$286K +$14.4K +461 +5%
CCG
705
Cypress Capital Group
Florida
$286K +$7.1K +228 +2%
FSA
706
Fort Sheridan Advisors
Illinois
$286K – – –
PP
707
Patten & Patten
Tennessee
$286K -$67.4K -2,165 -19%
GG
708
GenWealth Group
New Jersey
$285K – – –
WFA
709
Websterrogers Financial Advisors
South Carolina
$285K +$68.6K +2,202 +31%
AWM
710
Avaii Wealth Management
Wisconsin
$285K -$39.2K -1,257 -12%
MA
711
Montag & Associates
Georgia
$284K -$7.79K -250 -3%
SCI
712
Stableford Capital II
Arizona
$284K -$3.46K -111 -1%
NC
713
NovaPoint Capital
Georgia
$284K +$290K +9,325 New
TWA
714
TCI Wealth Advisors
Arizona
$283K – – –
CA
715
Clearstead Advisors
Ohio
$281K +$37.4K +1,201 +15%
SIC
716
Salem Investment Counselors
North Carolina
$276K -$6.23K -200 -2%
AOWM
717
Asset One Wealth Management
Washington
$275K – – –
AF
718
Apollon Financial
South Carolina
$274K – – –
DWS
719
Dynamic Wealth Strategies
California
$274K -$209K -6,719 -43%
CG
720
CFO4Life Group
Texas
$274K +$3.52K +113 +1%
IA
721
Inspire Advisors
Idaho
$274K -$47.1K -1,511 -14%
SAM
722
Seelaus Asset Management
New Jersey
$272K -$20.8K -667 -7%
AA
723
Alesco Advisors
New York
$270K +$48.3K +1,550 +21%
JIC
724
Joel Isaacson & Co
New York
$269K +$1.4K +45 +0.5%
CPA
725
Capital Performance Advisors
California
$266K +$271K +8,710 New
27 28
29
30 31