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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
726
CFM Wealth Partners
Texas
$69K – – –
SWM
727
Sugarloaf Wealth Management
Georgia
$64K – – –
SAM
728
S.A. Mason
Michigan
$63K – – –
EW
729
Element Wealth
Mississippi
$63K +$988 +29 +2%
BWM
730
Baystate Wealth Management
Massachusetts
$63K +$21.8K +640 +55%
TFGT
731
TS Financial Group (TSFG)
Illinois
$62K – – –
TC
732
Truvestments Capital
Florida
$62K +$647 +19 +1%
RWB
733
RMR Wealth Builders
New Jersey
$62K +$61.3K +1,800 New
PO
734
Private Ocean
California
$61K -$2.56K -75 -4%
CWC
735
Carolinas Wealth Consulting
North Carolina
$61K +$920 +27 +2%
TRCT
736
Tower Research Capital (TRC)
New York
$61K +$60.2K +1,767 New
AWA
737
Arkadios Wealth Advisors
Georgia
$57.6K -$258K -7,579 -82%
EIP
738
Ellis Investment Partners
Pennsylvania
$57K +$27.5K +807 +94%
S
739
SignatureFD
Georgia
$57K +$49.4K +1,450 +784%
EW
740
Evoke Wealth
California
$56K – – –
FMP
741
Financial Management Professionals
Texas
$53K +$28.5K +837 +120%
HPC
742
HM Payson & Co
Maine
$52K – – –
AWM
743
Apollon Wealth Management
South Carolina
$52K +$51.1K +1,500 New
BA
744
Ballast Advisors
Minnesota
$51K +$409 +12 +0.8%
ICM
745
Islay Capital Management
Texas
$50K – – –
AAIM
746
Asset Advisors Investment Management
Georgia
$49K -$238K -6,975 -83%
FPB
747
First PREMIER Bank
South Dakota
$47K – – –
PP
748
PrairieView Partners
Minnesota
$47K – – –
FHA
749
Flagship Harbor Advisors
Massachusetts
$46K -$56.8K -1,666 -55%
WT
750
Washington Trust
Rhode Island
$42K -$6.58K -193 -14%
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30
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