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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
701
L.M. Kohn & Company
Ohio
$351K -$78.3K -2,488 -18%
CAGAS
702
Capital Advisory Group Advisory Services
Minnesota
$350K +$25.1K +796 +8%
BFA
703
Bragg Financial Advisors
North Carolina
$347K – – –
CWM
704
Chemistry Wealth Management
New York
$341K – – –
ABC
705
Associated Banc-Corp
Wisconsin
$339K -$15.7K -500 -4%
WP
706
WealthPLAN Partners
Nebraska
$338K – – –
CCFM
707
Clear Creek Financial Management
Washington
$337K +$50.8K +1,614 +18%
WT
708
Washington Trust
Rhode Island
$335K – – –
RFA
709
Resurgent Financial Advisors
Georgia
$335K -$330K -10,495 -50%
NAS
710
NWF Advisory Services
California
$334K -$33.7K -1,070 -9%
PCM
711
Princeton Capital Management
New Jersey
$332K +$75.8K +2,408 +30%
PMSA
712
Patrick M. Sweeney & Associates
Illinois
$332K +$58.5K +1,860 +21%
MSFS
713
Main Street Financial Solutions
Pennsylvania
$332K +$30.4K +967 +10%
HAG
714
HF Advisory Group
Maryland
$331K -$127K -4,032 -28%
GS
715
GTS Securities
Florida
$331K +$330K +10,484 New
DWT
716
Dorsey & Whitney Trust
South Dakota
$330K +$329K +10,460 New
FFO
717
Fortitude Family Office
Arizona
$328K +$4.88K +155 +2%
GA
718
Greytown Advisors
Florida
$326K – – –
SW
719
SteelPeak Wealth
California
$325K -$25.9K -823 -7%
WBCM
720
Wilson & Boucher Capital Management
California
$325K -$9.44K -300 -3%
ST
721
Smithfield Trust
Pennsylvania
$321K – – –
AWM
722
Atticus Wealth Management
Florida
$321K +$2.2K +70 +0.7%
MAWAG
723
Mid-American Wealth Advisory Group
Missouri
$321K -$163K -5,176 -34%
WF
724
Warner Financial
Maryland
$319K +$3.21K +102 +1%
BA
725
Bristlecone Advisors
Washington
$318K +$317K +10,085 New
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