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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
701
GenWealth Group
New Jersey
$292K – – –
UBV
702
United Bank (Virginia)
Virginia
$291K – – –
WAG
703
Winthrop Advisory Group
Massachusetts
$290K – – –
KL
704
KilterHowling LLC
Colorado
$290K +$298K +9,282 New
SF
705
Summit Financial
New Jersey
$289K +$297K +9,263 New
ML
706
McAdam LLC
Pennsylvania
$289K +$297K +9,255 New
CPIA
707
Cornell Pochily Investment Advisors
New York
$286K +$2.12K +66 +0.7%
WF
708
Warner Financial
Maryland
$286K +$32 +1 +0%
WMA
709
West Michigan Advisors
Michigan
$286K +$899 +28 +0.3%
CPRC
710
Consolidated Portfolio Review Corp
New York
$286K +$294K +9,155 New
GA
711
Greytown Advisors
Florida
$286K +$610 +19 +0.2%
AWS
712
Arkfeld Wealth Strategies
Nebraska
$285K -$4.54M -141,511 -94%
WCM
713
WealthBridge Capital Management
Ohio
$282K -$28.7K -895 -9%
CS
714
Capital Square
Tennessee
$282K – – –
APG
715
Abacus Planning Group
South Carolina
$281K – – –
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K – – –
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$281K -$135K -4,215 -32%
FAM
718
Flaharty Asset Management
Florida
$279K -$427K -13,305 -60%
MP
719
McDonald Partners
Ohio
$279K – – –
DT
720
Diversified Trust
Tennessee
$275K +$283K +8,823 New
SWA
721
SFMG Wealth Advisors
Texas
$275K -$187K -5,837 -40%
TA
722
TrueWealth Advisors
Alabama
$273K -$1.82M -56,782 -87%
FAIM
723
Financial Advocates Investment Management
Washington
$272K -$1.48M -46,103 -85%
GA
724
Geller Advisors
New York
$271K +$54.2K +1,689 +24%
CAMG
725
CWA Asset Management Group
Florida
$269K -$5.39K -168 -2%
27 28
29
30 31