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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
751
LaSalle St. Investment Advisors
Illinois
$289K +$10.6K +337 +4%
BTC
752
Bank & Trust Company
Illinois
$288K – – –
GG
753
GenWealth Group
New Jersey
$287K – – –
NG
754
Norden Group
Utah
$287K +$26.6K +845 +10%
WAG
755
Winthrop Advisory Group
Massachusetts
$286K – – –
EGA
756
E&G Advisors
Texas
$282K -$315 -10 -0.1%
ST
757
Smithfield Trust
Pennsylvania
$282K – – –
LBC
758
Leigh Baldwin & Co
New York
$281K +$1.2K +38 +0.4%
PWM
759
Proathlete Wealth Management
Florida
$280K – – –
QFA
760
Quantum Financial Advisors
California
$276K -$107K -3,400 -27%
AA
761
Apriem Advisors
California
$275K -$47K -1,490 -14%
MSFS
762
Main Street Financial Solutions
Pennsylvania
$274K -$4.82K -153 -2%
KMWM
763
Keudell/Morrison Wealth Management
Oregon
$273K -$26.8K -850 -9%
IW
764
Instrumental Wealth
Florida
$272K +$5.36K +170 +2%
MCFP
765
Mallini Complete Financial Planning
Florida
$271K – – –
IF
766
Ironwood Financial
Arizona
$270K -$4.79K -152 -2%
ACA
767
Aptus Capital Advisors
Alabama
$270K +$8.36K +265 +3%
MA
768
MKT Advisors
California
$268K – – –
1WA
769
180 Wealth Advisors
Washington
$268K – – –
CAP
770
Columbia Advisory Partners
Washington
$267K +$24.9K +790 +10%
LWM
771
LJI Wealth Management
Indiana
$267K -$10.4K -330 -4%
GWM
772
Greenwich Wealth Management
Connecticut
$265K +$32.1K +1,017 +13%
MIM
773
Moseley Investment Management
Florida
$264K +$55.5K +1,761 +26%
BWP
774
Balboa Wealth Partners
Arizona
$264K +$32 +1 +0%
FNC
775
First National Corp
Massachusetts
$263K -$2.21M -69,951 -89%
29 30
31
32 33