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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
776
McDonald Partners
Ohio
$250K – – –
CWM
777
C2C Wealth Management
Arizona
$250K – – –
LSIA
778
LaSalle St. Investment Advisors
Illinois
$249K +$248K +7,887 New
HFA
779
High Falls Advisors
New York
$249K -$234K -7,432 -49%
LC
780
Lindbrook Capital
California
$244K – – –
PIA
781
Perennial Investment Advisors
California
$244K -$22.4K -710 -8%
MGIA
782
Moneta Group Investment Advisors
Missouri
$243K +$243K +7,715 New
GWM
783
Greenwich Wealth Management
Connecticut
$243K +$22.5K +715 +10%
WDG
784
Wealth Dimensions Group
Ohio
$242K +$35.1K +1,115 +17%
WE
785
Wealth Effects
Massachusetts
$242K -$232K -7,373 -49%
WP
786
WealthShield Partners
North Carolina
$241K +$23.3K +740 +11%
DW30
787
Drucker Wealth 3.0
New Jersey
$239K +$239K +7,590 New
OA
788
Oxbow Advisors
Texas
$237K – – –
DIM
789
DLK Investment Management
California
$237K – – –
FIM
790
FWL Investment Management
Texas
$236K +$75.5K +2,400 +47%
FNWM
791
Financial Network Wealth Management
Utah
$236K +$236K +7,498 New
CMI
792
Clare Market Investments
Texas
$236K -$2.52K -80 -1%
MWPCG
793
Measured Wealth Private Client Group
New Hampshire
$235K +$15.1K +481 +7%
IHL
794
Investment House LLC
California
$235K – – –
IWP
795
Insight Wealth Partners
Texas
$235K -$92.7K -2,946 -28%
CCB
796
Country Club Bank
Missouri
$234K +$233K +7,391 New
SC
797
Slow Capital
California
$231K -$115K -3,650 -33%
AA
798
Ancora Advisors
Ohio
$231K -$12.9K -410 -5%
PMA
799
Prudent Man Advisors
Illinois
$231K +$9.35K +297 +4%
LCM
800
Lazari Capital Management
California
$231K +$17.6K +560 +8%
30 31
32
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