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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
776
Austin Private Wealth
Texas
$314K – – –
MWM
777
Meridian Wealth Management
Kentucky
$313K -$20.7K -564 -6%
CFB
778
Cullen/Frost Bankers
Texas
$313K -$8.79K -239 -3%
RFC
779
Regions Financial Corp
Alabama
$311K -$10.5K -286 -3%
SIA
780
Soltis Investment Advisors
Utah
$311K +$20.6K +560 +7%
ZIG
781
Zullo Investment Group
Pennsylvania
$310K -$139K -3,767 -31%
GP
782
Girard Partners
Pennsylvania
$310K -$1.1K -30 -0.4%
HWM
783
HB Wealth Management
Georgia
$309K -$809 -22 -0.3%
BWAM
784
Boyd Watterson Asset Management
Ohio
$308K -$3.13M -85,099 -91%
CFO
785
CVA Family Office
Colorado
$308K -$368 -10 -0.1%
NPF
786
Norris Perne & French
Michigan
$303K +$305K +8,306 New
RF
787
Resolute Financial
Massachusetts
$302K -$393K -10,685 -56%
BMCM
788
Bryn Mawr Capital Management
Pennsylvania
$302K -$97.1K -2,640 -24%
HWAM
789
Hennion & Walsh Asset Management
New Jersey
$299K -$74.5K -2,025 -20%
OFG
790
Omega Financial Group
California
$299K – – –
CT
791
Cambridge Trust
Massachusetts
$299K +$104K +2,842 +53%
AWM
792
Aries Wealth Management
Maine
$299K +$301K +8,197 New
RMC
793
Resources Management Corp
Connecticut
$298K -$15.6K -425 -5%
JCM
794
Jacobsen Capital Management
Utah
$296K +$368 +10 +0.1%
CIC
795
Carnegie Investment Counsel
Ohio
$295K -$146K -3,961 -33%
CAC
796
Certified Advisory Corp
Florida
$295K +$89.2K +2,427 +43%
CWM
797
C2C Wealth Management
Arizona
$294K – – –
NWA
798
Navis Wealth Advisors
New York
$291K – – –
MAWCM
799
Mine & Arao Wealth Creation & Management
California
$289K +$1.36K +37 +0.5%
RFA
800
Resurgent Financial Advisors
Georgia
$289K +$20.2K +550 +7%
30 31
32
33 34