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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
801
Peak Retirement Planning
Ohio
$203K +$1.06K +34 +0.5%
SCP
802
Silverleafe Capital Partners
Tennessee
$202K -$8.86K -283 -4%
VVP
803
Venture Visionary Partners
Ohio
$202K +$251 +8 +0.1%
HAG
804
HighPoint Advisor Group
Illinois
$202K -$78.8K -2,515 -27%
PWM
805
Peak Wealth Management
New Hampshire
$202K – – –
CFP
806
Cascade Financial Partners
California
$201K +$207K +6,623 New
HA
807
Hegarty Advisors
New York
$201K +$1.03K +33 +0.5%
GI
808
GAMMA Investing
California
$190K -$13.6K -434 -6%
JEST
809
JTC Employer Solutions Trustee
Jersey
$188K – – –
FHC
810
First Horizon Corporation
Tennessee
$187K – – –
WP
811
WealthShield Partners
North Carolina
$187K +$1.13K +36 +0.6%
PSB
812
Piscataqua Savings Bank
New Hampshire
$184K +$168K +5,371 +785%
GFA
813
Godfrey Financial Associates
New York
$183K -$5.95K -190 -3%
WSCM
814
Wellington Shields Capital Management
New York
$180K +$94 +3 +0.1%
KFI
815
Key Financial Inc
Pennsylvania
$174K -$15.2K -484 -8%
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K -$25.1K -800 -13%
CT
817
Colonial Trust
South Carolina
$168K -$15.2K -487 -8%
MCI
818
MRP Capital Investments
Georgia
$144K – – –
BLC
819
Brown, Lisle/Cummings
Rhode Island
$142K – – –
HPWM
820
High Point Wealth Management
New Jersey
$142K -$153K -4,887 -51%
MA
821
MCF Advisors
Kentucky
$141K – – –
NL
822
NVWM LLC
Pennsylvania
$135K -$783 -25 -0.6%
NEWAS
823
N.E.W. Advisory Services
Wisconsin
$130K +$75.2K +2,400 +126%
MWA
824
Medallion Wealth Advisors
Connecticut
$125K -$2.19K -70 -2%
FFA
825
Founders Financial Alliance
North Carolina
$122K +$61.1K +1,951 +95%
31 32
33
34 35