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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
AmeriServ Wealth Advisors
Pennsylvania
$381K – – –
KMWM
727
Keudell/Morrison Wealth Management
Oregon
$381K – – –
DOA
728
D'Orazio & Associates
Virginia
$380K – – –
RCG
729
Regatta Capital Group
California
$379K – – –
CPIA
730
Cornell Pochily Investment Advisors
New York
$378K +$16.1K +439 +4%
FT
731
Fiduciary Trust
Massachusetts
$377K +$34.7K +944 +10%
GJIC
732
Gamble Jones Investment Counsel
California
$376K – – –
CSIA
733
Charles Schwab Investment Advisory
California
$373K -$690K -18,760 -65%
DAM
734
Derbend Asset Management
Georgia
$372K – – –
MCA
735
MSH Capital Advisors
Arizona
$368K +$10.7K +292 +3%
AA
736
Aire Advisors
California
$365K -$25.9K -705 -7%
RSWM
737
Robertson Stephens Wealth Management
California
$365K +$149K +4,040 +67%
AWA
738
Amplius Wealth Advisors
Pennsylvania
$364K -$36.8K -1,000 -9%
BFA
739
Bragg Financial Advisors
North Carolina
$364K – – –
MIM
740
Merrion Investment Management
New Jersey
$364K – – –
SDJVC
741
St. Denis J. Villere & Co
Louisiana
$364K +$368K +10,000 New
IHL
742
Investment House LLC
California
$360K -$18.1K -493 -5%
JAG
743
Journey Advisory Group
Kentucky
$359K +$145K +3,939 +67%
UF
744
Univest Financial
Pennsylvania
$358K – – –
AG
745
Ascent Group
Virginia
$357K +$128K +3,490 +55%
MCA
746
Millennium Capital Advisors
Arkansas
$356K -$14.7K -400 -4%
FIA
747
Foundations Investment Advisors
Arizona
$356K -$2.13K -58 -0.6%
WMA
748
Wealth Management Associates
New Jersey
$355K -$18.4K -500 -5%
FFWM
749
Future Financial Wealth Management
Ohio
$355K – – –
CBN
750
Cadence Bank NA
Texas
$351K -$5.85K -159 -2%
28 29
30
31 32