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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
726
TD Capital Management
Tennessee
$309K -$19K -636 -6%
HCP
727
Hexagon Capital Partners
Arkansas
$307K -$68.9K -2,305 -19%
SCM
728
Sterneck Capital Management
Missouri
$306K – – –
CAGAS
729
Capital Advisory Group Advisory Services
Minnesota
$305K -$1.28K -43 -0.4%
PEA
730
Park Edge Advisors
Ohio
$304K +$6.66K +223 +2%
PWP
731
Principle Wealth Partners
Connecticut
$304K -$36.7K -1,227 -11%
BB
732
Bell Bank
North Dakota
$304K -$83.8K -2,806 -22%
NSIM
733
North Star Investment Management
Illinois
$299K -$193K -6,450 -40%
O3W
734
Omni 360 Wealth
New Jersey
$298K +$286K +9,564 New
GJIA
735
Glass Jacobson Investment Advisors
Maryland
$296K +$28K +936 +11%
WFA
736
Websterrogers Financial Advisors
South Carolina
$295K +$283K +9,461 New
AWS
737
Arkfeld Wealth Strategies
Nebraska
$295K +$2.84K +95 +1%
SWA
738
SFMG Wealth Advisors
Texas
$294K +$657 +22 +0.2%
DW
739
Dodds Wealth
Colorado
$293K +$281K +9,408 New
MWPCG
740
Measured Wealth Private Client Group
New Hampshire
$292K +$18.8K +630 +7%
UWM
741
USAdvisors Wealth Management
Minnesota
$292K +$280K +9,379 New
GG
742
GenWealth Group
New Jersey
$291K – – –
UBV
743
United Bank (Virginia)
Virginia
$290K -$5.23K -175 -2%
WAG
744
Winthrop Advisory Group
Massachusetts
$290K – – –
CWM
745
Collaborative Wealth Management
Florida
$289K – – –
PMG
746
ProVise Management Group
Florida
$289K -$34.6K -1,157 -11%
JFG
747
Jefferies Financial Group
New York
$289K +$53.5K +1,790 +24%
WMA
748
West Michigan Advisors
Michigan
$288K +$807 +27 +0.3%
AFS
749
AFG Fiduciary Services
Massachusetts
$285K +$271K +9,076 New
TWA
750
TCI Wealth Advisors
Arizona
$284K +$32.6K +1,092 +14%
28 29
30
31 32