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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
826
Focused Wealth Management
New York
$199K -$6.28K -168 -3%
AA
827
AlphaCentric Advisors
Puerto Rico
$196K -$1.57K -42 -0.8%
AWA
828
Artemis Wealth Advisors
New York
$191K +$17.4K +466 +10%
CFD
829
Creative Financial Designs
Indiana
$185K -$33.5K -896 -16%
ADIM
830
Alpha DNA Investment Management
Maryland
$177K +$173K +4,617 New
HFA
831
Hoover Financial Advisors
Pennsylvania
$176K -$144K -3,862 -46%
HCP
832
Hexagon Capital Partners
Arkansas
$176K +$224 +6 +0.1%
OC
833
Oakworth Capital
Alabama
$172K +$26.2K +700 +19%
TFGT
834
TS Financial Group (TSFG)
Illinois
$171K +$448 +12 +0.3%
SIAG
835
Safeguard Investment Advisory Group
California
$165K +$160K +4,288 New
RMC
836
Resources Management Corp
Connecticut
$164K +$160K +4,270 New
GI
837
Gradient Investments
Minnesota
$160K – – –
PO
838
Private Ocean
California
$155K +$83.8K +2,243 +126%
BWM
839
Birchcreek Wealth Management
Ohio
$155K +$151K +4,035 New
FCM
840
Firestone Capital Management
Florida
$152K +$148K +3,955 New
GWSG
841
GPS Wealth Strategies Group
Colorado
$151K +$146K +3,916 New
NFSG
842
Newbridge Financial Services Group
Florida
$150K +$6.24K +167 +4%
HWA
843
HHM Wealth Advisors
Tennessee
$141K – – –
MFA
844
McClarren Financial Advisors
Pennsylvania
$141K +$137K +3,672 New
FF
845
FourThought Financial
Florida
$137K +$133K +3,562 New
JHCP
846
Jackson Hole Capital Partners
Oklahoma
$126K – – –
MRCM
847
M&R Capital Management
New Jersey
$119K – – –
FCB
848
First Command Bank
Texas
$114K +$110K +2,952 New
FCFS
849
First Command Financial Services
Texas
$114K +$110K +2,952 New
WFA
850
Wells Financial Advisors
Massachusetts
$111K +$108K +2,880 New
32 33
34
35 36