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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
726
My Legacy Advisors
Oregon
$312K +$6.94K +220 +2%
MWM
727
Modera Wealth Management
New Jersey
$311K +$9.77K +310 +3%
DW
728
Dodds Wealth
Colorado
$311K +$3.5K +111 +1%
BA
729
Bristlecone Advisors
Washington
$310K – – –
EIA
730
Edgemoor Investment Advisors
Maryland
$310K -$1.73K -55 -0.5%
TAM
731
Titleist Asset Management
Texas
$310K +$12.6K +400 +4%
WF
732
Warner Financial
Maryland
$309K +$2.58K +82 +0.8%
SCI
733
Stableford Capital II
Arizona
$307K -$333K -10,547 -50%
MIM
734
Merrion Investment Management
New Jersey
$307K – – –
PMWMG
735
Parr McKnight Wealth Management Group
Minnesota
$307K – – –
NFG
736
Norris Financial Group
South Carolina
$307K +$23.6K +750 +8%
BIA
737
Benchmark Investment Advisors
Illinois
$307K -$26.5K -842 -8%
OA
738
Operose Advisors
Wisconsin
$306K -$12K -380 -4%
FHA
739
First Horizon Advisors
Tennessee
$303K -$28.8K -914 -8%
SWA
740
SFMG Wealth Advisors
Texas
$302K +$1.99K +63 +0.6%
GSEP
741
Golden State Equity Partners
California
$302K +$16.5K +523 +6%
VFA
742
Valeo Financial Advisors
Indiana
$300K +$9.27K +294 +3%
BB
743
Bell Bank
North Dakota
$300K – – –
KWS
744
Keystone Wealth Services
California
$299K -$87.2K -2,767 -22%
WCG
745
Weaver Consulting Group
California
$298K -$24.6K -780 -7%
GI
746
Gradient Investments
Minnesota
$298K +$6.3K +200 +2%
IAG
747
Investmark Advisory Group
Connecticut
$296K -$24.7K -783 -8%
MFG
748
Midwest Financial Group
Kansas
$294K -$13.4K -425 -4%
WFA
749
Websterrogers Financial Advisors
South Carolina
$293K +$851 +27 +0.3%
B
750
Bensler
Washington
$290K -$24.1K -764 -7%
28 29
30
31 32