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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
801
Capital Investment Advisory Services
North Carolina
$178K +$22.3K +716 +14%
TSWM
802
Tyler-Stone Wealth Management
Ohio
$174K -$14.4K -462 -7%
BC
803
Burleson & Co
California
$172K – – –
JHCP
804
Jackson Hole Capital Partners
Oklahoma
$169K – – –
ZIG
805
Zullo Investment Group
Pennsylvania
$166K -$15.6K -500 -8%
AWM
806
Atticus Wealth Management
Florida
$164K -$374K -12,008 -69%
CFD
807
Creative Financial Designs
Indiana
$164K +$404 +13 +0.2%
FRA
808
Front Row Advisors
California
$160K – – –
CT
809
Colonial Trust
South Carolina
$159K +$467 +15 +0.3%
ECM
810
Elgethun Capital Management
South Dakota
$156K +$3.14K +101 +2%
BWM
811
BerganKDV Wealth Management
Minnesota
$155K -$216K -6,930 -58%
CAGAS
812
Capital Advisory Group Advisory Services
Minnesota
$154K +$5.54K +178 +4%
WIM
813
Westside Investment Management
California
$154K +$62 +2 +0%
RPCA
814
Running Point Capital Advisors
California
$153K – – –
CFO
815
CVA Family Office
Colorado
$149K -$29.6K -950 -16%
UB
816
UMB Bank
Missouri
$149K – – –
EWM
817
EPG Wealth Management
Georgia
$149K +$2.02K +65 +1%
FCA
818
Fortis Capital Advisors
Kansas
$139K +$142K +4,549 New
BAAM
819
Baker Avenue Asset Management
California
$135K +$138K +4,432 New
PGAM
820
Princeton Global Asset Management
New Jersey
$134K -$15.6K -500 -10%
FMP
821
Financial Management Professionals
Texas
$134K +$21.9K +703 +19%
FWM
822
Focused Wealth Management
New York
$132K -$21.2K -680 -14%
MFA
823
McClarren Financial Advisors
Pennsylvania
$123K +$3.02K +97 +2%
LF
824
Lee Financial
Texas
$123K -$25.8K -830 -17%
CTA
825
Colonial Trust Advisors
South Carolina
$123K +$20.4K +657 +20%
31 32
33
34 35