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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
776
Harbour Capital Advisors
Virginia
$229K +$23.4K +765 +12%
SIG
777
Stonegate Investment Group
Alabama
$228K +$15.3K +500 +7%
WIM
778
WealthPlan Investment Management
Nebraska
$228K +$1.01K +33 +0.5%
PPP
779
Private Portfolio Partners
New Jersey
$226K -$86.2K -2,817 -28%
CIC
780
Carnegie Investment Counsel
Ohio
$224K -$6.12K -200 -3%
MWM
781
Meridian Wealth Management
Kentucky
$223K -$551 -18 -0.2%
PJSIMP
782
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K – – –
TCM
783
Tran Capital Management
California
$220K – – –
WT
784
Washington Trust
Rhode Island
$220K +$41.3K +1,350 +23%
BAG
785
Bridgewealth Advisory Group
California
$218K -$1.71K -56 -0.8%
SWMP
786
Signature Wealth Management Partners
New Jersey
$217K +$1.41K +46 +0.7%
PMA
787
Prudent Man Advisors
Illinois
$217K – – –
QFA
788
Quantum Financial Advisors
California
$217K +$3.03K +99 +1%
SMH
789
Sanders Morris Harris
Texas
$217K – – –
PCM
790
Princeton Capital Management
New Jersey
$214K +$92 +3 +0%
RC
791
Reik & Co
New York
$212K -$241K -7,890 -54%
AIC
792
Archer Investment Corporation
Indiana
$210K – – –
TWP
793
Tempus Wealth Planning
California
$209K +$207K +6,767 New
IW
794
Instrumental Wealth
Florida
$209K +$207K +6,755 New
AFS
795
AFG Fiduciary Services
Massachusetts
$205K +$4.47K +146 +2%
CAG
796
Csenge Advisory Group
Florida
$204K -$29.2K -954 -13%
MAWCM
797
Mine & Arao Wealth Creation & Management
California
$203K +$2.45K +80 +1%
LIA
798
LS Investment Advisors
Michigan
$203K – – –
JHCP
799
Jackson Hole Capital Partners
Oklahoma
$202K – – –
TMWM
800
Taylor & Morgan Wealth Management
Michigan
$202K -$2.72K -89 -1%
30 31
32
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