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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
701
O'Rourke & Company
Massachusetts
$278K +$282K +9,212 New
WMA
702
West Michigan Advisors
Michigan
$277K -$2.63K -86 -0.9%
TNBTD
703
Trustmark National Bank Trust Department
Mississippi
$277K -$6.24K -204 -2%
BWAM
704
Boyd Watterson Asset Management
Ohio
$276K +$21K +688 +8%
AWM
705
Axxcess Wealth Management
California
$272K -$375K -12,255 -58%
QFA
706
Quantum Financial Advisors
California
$272K +$61.2K +2,002 +29%
APG
707
Abacus Planning Group
South Carolina
$271K – – –
AWS
708
Arkfeld Wealth Strategies
Nebraska
$271K +$2.72K +89 +1%
CPRC
709
Consolidated Portfolio Review Corp
New York
$270K -$6.85K -224 -2%
BFG
710
Bleakley Financial Group
New Jersey
$266K -$6.11M -200,010 -96%
WAM
711
Weatherly Asset Management
California
$266K -$116K -3,796 -30%
VFA
712
Valeo Financial Advisors
Indiana
$265K +$269K +8,787 New
MWPCG
713
Measured Wealth Private Client Group
New Hampshire
$263K +$1.41K +46 +0.5%
GSEP
714
Golden State Equity Partners
California
$262K +$183 +6 +0.1%
PIA
715
Perennial Investment Advisors
California
$261K -$8.22K -269 -3%
ACA
716
Aptus Capital Advisors
Alabama
$261K +$5.01K +164 +2%
JIR
717
James Investment Research
Ohio
$259K – – –
LWANC
718
Laurel Wealth Advisors (North Carolina)
North Carolina
$259K -$6.11K -200 -2%
KS
719
Karpas Strategies
Connecticut
$259K +$245 +8 +0.1%
TCBWMS
720
Texas Capital Bank Wealth Management Services
Texas
$258K -$50.7K -1,658 -16%
GJIA
721
Glass Jacobson Investment Advisors
Maryland
$258K +$31K +1,015 +13%
BWA
722
Beam Wealth Advisors
Louisiana
$257K -$1.53K -50 -0.6%
CAMG
723
CWA Asset Management Group
Florida
$255K -$3.33K -109 -1%
MP
724
McDonald Partners
Ohio
$254K -$15.3K -500 -6%
HCA
725
Harbour Capital Advisors
Virginia
$251K +$29.5K +965 +13%
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