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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
726
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$275K -$754K -24,237 -73%
APG
727
Abacus Planning Group
South Carolina
$275K +$280K +9,000 New
CAC
728
Certified Advisory Corp
Florida
$275K +$280K +8,999 New
MP
729
McDonald Partners
Ohio
$273K -$104K -3,350 -27%
WAM
730
Worth Asset Management
Texas
$273K -$4.2K -135 -1%
RCG
731
Regatta Capital Group
California
$269K +$34.1K +1,097 +14%
CAMG
732
CWA Asset Management Group
Florida
$268K -$11K -355 -4%
FAG
733
Fortitude Advisory Group
Washington
$263K – – –
TNBTD
734
Trustmark National Bank Trust Department
Mississippi
$263K -$358K -11,507 -57%
KS
735
Karpas Strategies
Connecticut
$261K -$323K -10,395 -55%
CAG
736
Csenge Advisory Group
Florida
$261K -$179K -5,742 -40%
CWP
737
Core Wealth Partners
California
$260K +$63.7K +2,047 New
BWAM
738
Boyd Watterson Asset Management
Ohio
$258K – – –
BWA
739
Beam Wealth Advisors
Louisiana
$257K -$650K -20,909 -71%
CSPAM
740
Cary Street Partners Asset Management
Virginia
$257K +$262K +8,425 New
WMA
741
Wealth Management Associates
New Jersey
$256K -$42.8K -1,375 -14%
AG
742
Ascent Group
Virginia
$254K -$22.5K -723 -8%
IGWM
743
ICA Group Wealth Management
Colorado
$254K -$143K -4,589 -36%
WP
744
WealthSource Partners
California
$251K -$16.3K -523 -6%
NIC
745
Northwest Investment Counselors
Oregon
$250K +$23.5K +755 +10%
MCA
746
Millennium Capital Advisors
Arkansas
$249K -$28.9K -930 -10%
KMWM
747
Keudell/Morrison Wealth Management
Oregon
$248K -$73.1K -2,350 -22%
LOIP
748
Live Oak Investment Partners
Texas
$248K – – –
CIC
749
Carnegie Investment Counsel
Ohio
$248K -$40.4K -1,300 -14%
BWP
750
Balboa Wealth Partners
Arizona
$246K +$15.6K +500 +7%
28 29
30
31 32