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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
726
WealthPLAN Partners
Nebraska
$346K +$19.7K +618 +6%
AMM
727
American Money Management
California
$344K -$97.2K -3,050 -22%
WT
728
Washington Trust
Rhode Island
$343K -$4.14K -130 -1%
WBCM
729
Wilson & Boucher Capital Management
California
$342K – – –
EP
730
Edgestream Partners
New Jersey
$341K +$337K +10,583 New
MCM
731
Manchester Capital Management
Vermont
$339K +$16.2K +507 +5%
IWP
732
Insight Wealth Partners
Texas
$335K – – –
GA
733
Greytown Advisors
Florida
$333K – – –
CAGAS
734
Capital Advisory Group Advisory Services
Minnesota
$331K +$16.4K +516 +5%
MGWM
735
Marks Group Wealth Management
Minnesota
$331K +$3.44K +108 +1%
CPSC
736
Carl P. Sherr & Co
Massachusetts
$330K +$120K +3,760 +58%
FFO
737
Fortitude Family Office
Arizona
$330K -$54.6K -1,712 -14%
PTCG
738
Pring Turner Capital Group
California
$329K -$121K -3,780 -27%
AWM
739
Atticus Wealth Management
Florida
$325K -$23.3K -732 -7%
ST
740
Smithfield Trust
Pennsylvania
$325K -$8.77K -275 -3%
HVIA
741
Hudson Valley Investment Advisors
New York
$324K -$66.9K -2,100 -17%
MIM
742
Merrion Investment Management
New Jersey
$322K – – –
WF
743
Warner Financial
Maryland
$322K -$14.2K -445 -4%
NIWA
744
New Insight Wealth Advisors
California
$321K -$17.9K -560 -5%
TWA
745
TCI Wealth Advisors
Arizona
$321K +$26.5K +830 +9%
CWM
746
Collaborative Wealth Management
Florida
$318K +$19.4K +608 +7%
SCM
747
Sterneck Capital Management
Missouri
$316K – – –
BB
748
Bell Bank
North Dakota
$314K – – –
HL
749
HeadInvest LLC
Maine
$314K -$79.7K -2,500 -20%
HCP
750
Hexagon Capital Partners
Arkansas
$311K -$6.25K -196 -2%
28 29
30
31 32