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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
776
Moseley Investment Management
Florida
$243K -$20.1K -667 -8%
STA
777
Summit Trail Advisors
New York
$242K +$238K +7,900 New
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$242K +$18.1K +600 +8%
SWM
779
SilverOak Wealth Management
Minnesota
$241K +$237K +7,865 New
WAG
780
Winthrop Advisory Group
Massachusetts
$239K -$45.1K -1,500 -16%
WP
781
WealthShield Partners
North Carolina
$235K -$88.6K -2,942 -28%
RCWM
782
Red Crane Wealth Management
California
$234K -$7.19K -239 -3%
OIA
783
Optimum Investment Advisors
Illinois
$233K – – –
CWM
784
C2C Wealth Management
Arizona
$233K -$9.69K -322 -4%
OFS
785
OneAscent Financial Services
Alabama
$232K +$227K +7,551 New
AA
786
Apriem Advisors
California
$232K -$41.6K -1,383 -15%
NG
787
Norden Group
Utah
$231K -$54.2K -1,800 -19%
CGA
788
Crescent Grove Advisors
Illinois
$231K -$1.17M -39,014 -84%
BSHC
789
Breed's Hill Capital
Massachusetts
$231K – – –
NL
790
NWAM LLC
Washington
$229K +$223K +7,423 New
FMC
791
First Merchants Corp
Indiana
$228K -$19.5K -649 -8%
IWP
792
Insight Wealth Partners
Texas
$228K – – –
MLA
793
My Legacy Advisors
Oregon
$228K -$86.3K -2,868 -28%
AWS
794
Arkfeld Wealth Strategies
Nebraska
$227K +$18.2K +605 +9%
AWP
795
Axis Wealth Partners
Rhode Island
$225K -$6.08K -202 -3%
AA
796
Alesco Advisors
New York
$225K +$15.4K +510 +7%
BA
797
Bristlecone Advisors
Washington
$224K -$83.3K -2,769 -27%
ZIM
798
Zacks Investment Management
Illinois
$224K +$1.59K +53 +0.7%
AF
799
Advisornet Financial
Minnesota
$224K +$9.18K +305 +4%
WA
800
Wealthstar Advisors
Texas
$224K -$2.08K -69 -0.9%
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