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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
$251K – – –
STA
777
Summit Trail Advisors
New York
$250K – – –
WFA
778
Websterrogers Financial Advisors
South Carolina
$248K +$17.2K +547 +8%
B
779
Bensler
Washington
$247K -$48.8K -1,552 -17%
WAG
780
Winthrop Advisory Group
Massachusetts
$246K – – –
BB
781
Bell Bank
North Dakota
$243K -$64.5K -2,050 -21%
WSC
782
Wellington Shields & Co
New York
$243K +$37.6K +1,195 +18%
OAM
783
Occidental Asset Management
California
$242K +$241K +7,663 New
NIWA
784
New Insight Wealth Advisors
California
$242K -$35.2K -1,120 -13%
WMA
785
Wealth Management Associates
New Jersey
$242K +$240K +7,643 New
MFG
786
Midwest Financial Group
Kansas
$242K -$60.2K -1,915 -20%
OIA
787
Optimum Investment Advisors
Illinois
$240K – – –
VA
788
VestGen Advisors
Illinois
$240K +$239K +7,600 New
CWM
789
C2C Wealth Management
Arizona
$240K – – –
FHC
790
First Horizon Corporation
Tennessee
$240K +$238K +7,582 New
PAG
791
Powers Advisory Group
Illinois
$238K -$56.5K -1,798 -19%
CMI
792
Clare Market Investments
Texas
$237K -$15.4K -489 -6%
CP
793
Cumberland Partners
Ontario, Canada
$237K +$14.5K +460 +7%
1CP
794
17 Capital Partners
Arizona
$237K +$22.5K +715 +11%
AWP
795
Axis Wealth Partners
Rhode Island
$236K +$4.03K +128 +2%
AWM
796
Austin Wealth Management
Texas
$235K +$235K +7,474 New
AWS
797
Arkfeld Wealth Strategies
Nebraska
$235K +$2.11K +67 +0.9%
AA
798
Armis Advisers
Georgia
$235K -$59.1K -1,880 -20%
AI
799
Auour Investments
Massachusetts
$235K +$233K +7,423 New
FNWM
800
Financial Network Wealth Management
Utah
$234K +$236K +7,507 New
30 31
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