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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
751
Websterrogers Financial Advisors
South Carolina
$316K +$837 +26 +0.3%
GI
752
Gradient Investments
Minnesota
$316K -$2.51K -78 -0.8%
HKIMG
753
Hutchens & Kramer Investment Management Group
Indiana
$314K +$1.48K +46 +0.5%
BTC
754
Bank & Trust Company
Illinois
$311K – – –
GG
755
GenWealth Group
New Jersey
$310K – – –
CIC
756
Cutler Investment Counsel
Oregon
$310K -$65.7K -2,042 -18%
LCM
757
Lazari Capital Management
California
$310K +$64.4K +2,000 +27%
MYIA
758
Mount Yale Investment Advisors
Colorado
$309K – – –
WAG
759
Winthrop Advisory Group
Massachusetts
$309K – – –
BW
760
Bison Wealth
Georgia
$309K +$299K +9,284 New
HCA
761
Harbour Capital Advisors
Virginia
$308K +$85K +2,640 +40%
FIM
762
FWL Investment Management
Texas
$308K +$57.4K +1,785 +24%
PWMAG
763
Pinnacle Wealth Management Advisory Group
New Jersey
$308K +$19.7K +611 +7%
JWCA
764
J.W. Coons Advisors
Ohio
$307K +$13.5K +420 +5%
NFG
765
Norris Financial Group
South Carolina
$307K +$32.2K +1,000 +12%
GSEP
766
Golden State Equity Partners
California
$306K +$296K +9,205 New
TWP
767
Tempus Wealth Planning
California
$304K +$72.5K +2,252 +33%
GJIA
768
Glass Jacobson Investment Advisors
Maryland
$304K +$13.1K +406 +5%
O3W
769
Omni 360 Wealth
New Jersey
$303K +$290 +9 +0.1%
WF
770
WoodTrust Financial
Wisconsin
$303K +$293K +9,110 New
PWM
771
Proathlete Wealth Management
Florida
$303K – – –
FMP
772
Financial Management Professionals
Texas
$302K +$4.57K +142 +2%
BWP
773
Balboa Wealth Partners
Arizona
$302K -$430K -13,356 -60%
MGIA
774
Moneta Group Investment Advisors
Missouri
$301K +$43.6K +1,356 +18%
WAM
775
Wolverine Asset Management
Illinois
$299K +$116K +3,600 +67%
29 30
31
32 33