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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
726
Hennion & Walsh Asset Management
New Jersey
$304K +$300K +7,917 New
MCM
727
Maryland Capital Management
Maryland
$304K +$300K +7,922 New
SWP
728
Strategic Wealth Partners
Ohio
$301K -$6.9K -182 -2%
SNB
729
Security National Bank
Nebraska
$299K – – –
CRC
730
Curi RMB Capital
Illinois
$297K – – –
PAG
731
Pinnacle Advisory Group
Maryland
$297K +$294K +7,741 New
AA
732
Argent Advisors
Louisiana
$294K – – –
WLIM
733
White Lighthouse Investment Management
Massachusetts
$293K +$45.5K +1,200 +19%
MAG
734
Mayfair Advisory Group
Alabama
$292K – – –
MAWCM
735
Mine & Arao Wealth Creation & Management
California
$291K +$2.24K +59 +0.8%
PCM
736
Princeton Capital Management
New Jersey
$289K -$37.6K -991 -12%
AII
737
AGF Investments Inc
Ontario, Canada
$289K +$28K +739 +11%
CFD
738
Creative Financial Designs
Indiana
$289K +$104K +2,736 +57%
NF
739
Nikulski Financial
Iowa
$287K -$50.2K -1,324 -15%
JCM
740
Jacobsen Capital Management
Utah
$287K -$40.2K -1,060 -12%
WIC
741
Whitegate Investment Counselors
New Hampshire
$285K +$67.3K +1,775 +31%
MAP
742
Milestone Advisory Partners
North Carolina
$284K – – –
ACA
743
Aptus Capital Advisors
Alabama
$282K -$67.5K -1,780 -20%
TIA
744
Traphagen Investment Advisors
New Jersey
$280K -$731K -19,269 -73%
AAA
745
Adams Asset Advisors
Texas
$280K – – –
WSTAM
746
Wilbanks Smith & Thomas Asset Management
Virginia
$280K – – –
MCM
747
Marathon Capital Management
Maryland
$279K +$1.9K +50 +0.7%
MIM
748
Moseley Investment Management
Florida
$277K -$38.7K -1,020 -12%
CIAS
749
Capital Investment Advisory Services
North Carolina
$276K -$205K -5,395 -43%
BS
750
Banco Santander
Spain
$274K – – –
28 29
30
31 32