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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
TMWM
801
Taylor & Morgan Wealth Management
Michigan
$202K -$2.72K -89 -1%
VCA
802
Verdence Capital Advisors
Maryland
$201K -$9K -294 -4%
1CM
803
1492 Capital Management
Wisconsin
$201K -$11K -359 -5%
CPSC
804
Carl P. Sherr & Co
Massachusetts
$201K – – –
LFASL
805
Lugano Financial Advisors SA (LFA)
Switzerland
$199K -$3.76K -123 -2%
QCG
806
Quadrant Capital Group
Ohio
$196K +$156K +5,100 +413%
IWP
807
Icon Wealth Partners
Texas
$193K -$172K -5,637 -47%
NEAM
808
New England Asset Management
Connecticut
$186K – – –
TSWM
809
Tyler-Stone Wealth Management
Ohio
$177K +$175K +5,732 New
ECM
810
Elgethun Capital Management
South Dakota
$172K +$14K +458 +9%
PFPT
811
Pinnacle Financial Partners (Tennessee)
Tennessee
$172K – – –
UB
812
UMB Bank
Missouri
$170K +$19.4K +633 +13%
FMP
813
Financial Management Professionals
Texas
$167K -$20K -653 -11%
LOIP
814
Live Oak Investment Partners
Texas
$159K – – –
BWM
815
BerganKDV Wealth Management
Minnesota
$157K – – –
EWM
816
EPG Wealth Management
Georgia
$153K +$1.47K +48 +1%
CFO
817
CVA Family Office
Colorado
$151K – – –
WP
818
WealthShield Partners
North Carolina
$149K +$25.1K +821 +20%
AF
819
Advisornet Financial
Minnesota
$142K -$45.3K -1,479 -24%
MFA
820
McClarren Financial Advisors
Pennsylvania
$129K +$2.17K +71 +2%
FWM
821
Focused Wealth Management
New York
$128K -$37K -1,208 -23%
WAM
822
Worth Asset Management
Texas
$126K -$204K -6,656 -62%
CSPIA
823
Cary Street Partners Investment Advisory
Virginia
$126K -$60.3K -1,970 -33%
USB
824
Union Savings Bank
Connecticut
$125K +$123K +4,014 New
CIAS
825
Capital Investment Advisory Services
North Carolina
$124K -$14.9K -486 -11%
31 32
33
34 35