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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
751
AFG Fiduciary Services
Massachusetts
$311K +$20K +628 +7%
GI
752
Gradient Investments
Minnesota
$309K -$15.9K -500 -5%
NSIM
753
North Star Investment Management
Illinois
$309K – – –
JFG
754
Jefferies Financial Group
New York
$308K +$9.95K +312 +3%
HSA
755
HBK Sorce Advisory
Pennsylvania
$308K +$305K +9,553 New
MSFS
756
Main Street Financial Solutions
Pennsylvania
$308K -$291K -9,125 -49%
GJIA
757
Glass Jacobson Investment Advisors
Maryland
$307K +$1.05K +33 +0.3%
BFG
758
Bleakley Financial Group
New Jersey
$307K +$87.3K +2,737 +40%
DW
759
Dodds Wealth
Colorado
$307K +$3.25K +102 +1%
FAM
760
Family Asset Management
South Carolina
$306K +$100K +3,136 +49%
SWA
761
SFMG Wealth Advisors
Texas
$306K +$1.85K +58 +0.6%
WFA
762
Websterrogers Financial Advisors
South Carolina
$305K – – –
PMG
763
ProVise Management Group
Florida
$304K +$5.23K +164 +2%
GG
764
GenWealth Group
New Jersey
$301K – – –
HKIMG
765
Hutchens & Kramer Investment Management Group
Indiana
$301K -$40.4K -1,268 -12%
O3W
766
Omni 360 Wealth
New Jersey
$301K -$7.59K -238 -2%
UBV
767
United Bank (Virginia)
Virginia
$300K – – –
WAG
768
Winthrop Advisory Group
Massachusetts
$300K – – –
BWAM
769
Boyd Watterson Asset Management
Ohio
$299K +$25.7K +805 +10%
ES
770
ETF Store
Kansas
$298K -$30.9K -969 -9%
PWP
771
Principle Wealth Partners
Connecticut
$297K -$17.3K -542 -6%
VFPI
772
Vantage Financial Partners (Illinois)
Illinois
$294K +$38.3K +1,200 +15%
PWM
773
Proathlete Wealth Management
Florida
$294K -$250K -7,858 -46%
CCFM
774
Clear Creek Financial Management
Washington
$293K +$80.6K +2,527 +39%
QFA
775
Quantum Financial Advisors
California
$290K -$287 -9 -0.1%
29 30
31
32 33