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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
726
Joel Isaacson & Co
New York
$312K +$1.89K +60 +0.6%
MLA
727
My Legacy Advisors
Oregon
$312K +$6.94K +220 +2%
MWM
728
Modera Wealth Management
New Jersey
$311K +$9.77K +310 +3%
DW
729
Dodds Wealth
Colorado
$311K +$3.5K +111 +1%
BA
730
Bristlecone Advisors
Washington
$310K – – –
EIA
731
Edgemoor Investment Advisors
Maryland
$310K -$1.73K -55 -0.5%
TAM
732
Titleist Asset Management
Texas
$310K +$12.6K +400 +4%
WF
733
Warner Financial
Maryland
$309K +$2.58K +82 +0.8%
SCI
734
Stableford Capital II
Arizona
$307K -$333K -10,547 -50%
MIM
735
Merrion Investment Management
New Jersey
$307K – – –
PMWMG
736
Parr McKnight Wealth Management Group
Minnesota
$307K – – –
NFG
737
Norris Financial Group
South Carolina
$307K +$23.6K +750 +8%
BIA
738
Benchmark Investment Advisors
Illinois
$307K -$26.5K -842 -8%
OA
739
Operose Advisors
Wisconsin
$306K -$12K -380 -4%
FHA
740
First Horizon Advisors
Tennessee
$303K -$28.8K -914 -8%
SWA
741
SFMG Wealth Advisors
Texas
$302K +$1.99K +63 +0.6%
GSEP
742
Golden State Equity Partners
California
$302K +$16.5K +523 +6%
VFA
743
Valeo Financial Advisors
Indiana
$300K +$9.27K +294 +3%
BB
744
Bell Bank
North Dakota
$300K – – –
KWS
745
Keystone Wealth Services
California
$299K -$87.2K -2,767 -22%
WCG
746
Weaver Consulting Group
California
$298K -$24.6K -780 -7%
GI
747
Gradient Investments
Minnesota
$298K +$6.3K +200 +2%
IAG
748
Investmark Advisory Group
Connecticut
$296K -$24.7K -783 -8%
MFG
749
Midwest Financial Group
Kansas
$294K -$13.4K -425 -4%
WFA
750
Websterrogers Financial Advisors
South Carolina
$293K +$851 +27 +0.3%
28 29
30
31 32