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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
801
Arkadios Wealth Advisors
Georgia
$244K -$132K -3,373 -35%
SWM
802
Segment Wealth Management
Texas
$242K – – –
EAM
803
Evanson Asset Management
California
$241K +$235 +6 +0.1%
HCA
804
Harbour Capital Advisors
Virginia
$241K +$37.1K +947 +18%
BWA
805
Beam Wealth Advisors
Louisiana
$240K -$2.67K -68 -1%
CA
806
Crewe Advisors
Utah
$240K – – –
CC
807
Cypress Capital
Tennessee
$240K +$243K +6,190 New
RRA
808
Round Rock Advisors
Connecticut
$237K – – –
BWM
809
Birchcreek Wealth Management
Ohio
$236K – – –
RPSA
810
Richard P. Slaughter Associates
Texas
$235K – – –
IWP
811
Innova Wealth Partners
Pennsylvania
$234K – – –
TWP
812
Tempus Wealth Planning
California
$234K – – –
CIC
813
Carnegie Investment Counsel
Ohio
$232K +$9.81K +250 +4%
BFA
814
Beaumont Financial Advisors
Massachusetts
$230K – – –
FNBOO
815
First National Bank of Omaha
Nebraska
$230K – – –
NCM
816
Next Capital Management
New York
$230K +$30.1K +767 +15%
GA
817
GFS Advisors
Texas
$229K +$231K +5,900 New
LIM
818
Leavell Investment Management
Alabama
$227K – – –
BCP
819
Berkeley Capital Partners
Georgia
$227K +$2.67K +68 +1%
OFA
820
Oak Family Advisors
Illinois
$226K -$465K -11,843 -67%
CFB
821
Cullen/Frost Bankers
Texas
$226K +$78 +2 +0%
H
822
HoyleCohen
California
$226K +$7.45K +190 +3%
PAM
823
Palisade Asset Management
Minnesota
$225K – – –
MAM
824
McLean Asset Management
Virginia
$225K +$225K +5,727 New
SFP
825
Sandbox Financial Partners
Maryland
$224K +$227K +5,782 New
31 32
33
34 35