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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
751
Beam Wealth Advisors
Louisiana
$243K -$21K -654 -8%
CA
752
Carson Advisory
Georgia
$242K +$249K +7,756 New
FAG
753
Fortitude Advisory Group
Washington
$242K -$28.1K -875 -10%
PIA
754
Perennial Investment Advisors
California
$241K +$248K +7,731 New
LC
755
Lindbrook Capital
California
$241K -$368K -11,454 -60%
KMWM
756
Keudell/Morrison Wealth Management
Oregon
$240K -$13.6K -425 -5%
CAG
757
Csenge Advisory Group
Florida
$236K -$31.9K -993 -12%
LFS
758
Legacy Financial Strategies
Kansas
$235K +$2.28K +71 +1%
CIC
759
Carnegie Investment Counsel
Ohio
$233K -$21.1K -658 -8%
FWA
760
FSM Wealth Advisors
Ohio
$232K +$239K +7,428 New
PCM
761
Parsons Capital Management
Rhode Island
$232K – – –
WIM
762
WealthPlan Investment Management
Nebraska
$229K -$495K -15,417 -68%
EP
763
Edgestream Partners
New Jersey
$227K +$234K +7,286 New
TWA
764
TCI Wealth Advisors
Arizona
$225K -$132K -4,117 -36%
MWM
765
Meridian Wealth Management
Kentucky
$225K +$20.1K +626 +10%
AA
766
Ancora Advisors
Ohio
$223K +$3.79K +118 +2%
PJSIMP
767
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K +$229K +7,138 New
TCM
768
Tran Capital Management
California
$222K – – –
BAG
769
Bridgewealth Advisory Group
California
$222K -$19.5K -608 -8%
BFEC
770
Benjamin F. Edwards & Company
Missouri
$221K +$171K +5,319 +301%
PMA
771
Prudent Man Advisors
Illinois
$219K – – –
SMH
772
Sanders Morris Harris
Texas
$219K +$225K +7,000 New
SWMP
773
Signature Wealth Management Partners
New Jersey
$218K -$33.1K -1,031 -13%
PCM
774
Princeton Capital Management
New Jersey
$216K +$64 +2 +0%
QFA
775
Quantum Financial Advisors
California
$216K – – –
29 30
31
32 33