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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
726
Ausdal Financial Partners
Iowa
$271K -$528K -17,240 -66%
CAC
727
Certified Advisory Corp
Florida
$271K -$26.5K -865 -9%
SPFA
728
Summit Place Financial Advisors
New Jersey
$271K -$62K -2,025 -19%
GSEP
729
Golden State Equity Partners
California
$269K +$266K +8,694 New
NFSG
730
Newbridge Financial Services Group
Florida
$269K +$67.3K +2,198 +34%
MWPCG
731
Measured Wealth Private Client Group
New Hampshire
$269K +$266K +8,686 New
CA
732
Carson Advisory
Georgia
$268K +$27.5K +900 +12%
JIR
733
James Investment Research
Ohio
$266K +$263K +8,600 New
WCM
734
WealthBridge Capital Management
Ohio
$266K -$13.7K -447 -5%
BWA
735
Beam Wealth Advisors
Louisiana
$265K +$24.2K +792 +10%
KS
736
Karpas Strategies
Connecticut
$265K +$245 +8 +0.1%
CAMG
737
CWA Asset Management Group
Florida
$265K -$1.71K -56 -0.6%
OFG
738
Omega Financial Group
California
$264K +$13.6K +444 +5%
ACA
739
Aptus Capital Advisors
Alabama
$262K -$4.22K -138 -2%
KL
740
KilterHowling LLC
Colorado
$262K -$24.9K -815 -9%
OMC
741
Old Mission Capital
Illinois
$262K +$259K +8,465 New
BWAM
742
Boyd Watterson Asset Management
Ohio
$262K – – –
APWM
743
Argonautica Private Wealth Management
Massachusetts
$261K +$2.94K +96 +1%
SFP
744
Shepherd Financial Partners
Massachusetts
$261K -$122K -4,001 -32%
DG
745
DMC Group
Alabama
$258K -$37K -1,210 -13%
CBB
746
Citizens Business Bank
California
$256K -$48.6K -1,589 -16%
CC
747
Claybrook Capital
Massachusetts
$254K +$251K +8,197 New
OBWG
748
Onyx Bridge Wealth Group
New York
$252K +$249K +8,148 New
MFG
749
Magnus Financial Group
New York
$251K -$391K -12,794 -61%
FFA
750
Founders Financial Alliance
North Carolina
$248K +$55.9K +1,827 +29%
28 29
30
31 32