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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
751
Bison Wealth
Georgia
$274K +$39.6K +1,059 +17%
WJWM
752
Williams Jones Wealth Management
New York
$270K -$4.67K -125 -2%
MFG
753
MidWestOne Financial Group
Iowa
$270K – – –
BWAM
754
Boyd Watterson Asset Management
Ohio
$269K – – –
BFWA
755
Benchmark Financial Wealth Advisors
Florida
$264K +$1.83K +49 +0.7%
LB
756
Leo Brokerage
Texas
$264K +$256K +6,859 New
KM
757
Kalos Management
Georgia
$261K -$65.2K -1,746 -20%
AII
758
AGF Investments Inc
Ontario, Canada
$261K +$102K +2,736 +68%
SWMP
759
Signature Wealth Management Partners
New Jersey
$260K +$253K +6,763 New
LBC
760
Lowe Brockenbrough & Co
Virginia
$259K – – –
PMA
761
Prudent Man Advisors
Illinois
$259K – – –
IWM
762
IHT Wealth Management
Illinois
$258K -$341K -9,132 -58%
KCA
763
Karn Couzens & Associates
Connecticut
$256K +$249K +6,657 New
LFF
764
Level Four Financial
Texas
$253K +$246K +6,574 New
AMM
765
American Money Management
California
$252K – – –
LIA
766
LS Investment Advisors
Michigan
$252K – – –
RRA
767
Round Rock Advisors
Connecticut
$251K +$244K +6,526 New
MHR
768
Matthew Hamilton Rosenberg
$250K -$23.7K -635 -9%
HIMC
769
Heritage Investors Management Corp
Maryland
$249K – – –
AWA
770
Arkadios Wealth Advisors
Georgia
$249K +$163K +4,368 +206%
WLIM
771
White Lighthouse Investment Management
Massachusetts
$248K -$11.4K -305 -5%
SA
772
Strategic Advisors
New York
$248K +$673 +18 +0.3%
BWM
773
Benchmark Wealth Management
Connecticut
$247K – – –
AA
774
Ancora Advisors
Ohio
$246K +$12.2K +327 +5%
CFA
775
Capstone Financial Advisors
Illinois
$246K +$239K +6,391 New
29 30
31
32 33