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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
Executive Wealth Management
Michigan
$213K -$8.25K -213 -4%
AA
827
Alesco Advisors
New York
$212K – – –
NWM
828
Northwest Wealth Management
Iowa
$211K -$20.8K -536 -9%
PWM
829
Palumbo Wealth Management
New York
$210K +$1.43K +37 +0.7%
NWA
830
New World Advisors
Massachusetts
$210K +$206K +5,329 New
BFIM
831
Beese Fulmer Investment Management
Ohio
$207K – – –
HCA
832
Harbour Capital Advisors
Virginia
$207K +$1.94K +50 +1%
PCS
833
Personal CFO Solutions
New Jersey
$205K – – –
SA
834
Strategic Advisors
New York
$205K – – –
CIA
835
Capital Investment Advisors
Georgia
$203K -$16.7K -432 -8%
TFGT
836
TS Financial Group (TSFG)
Illinois
$203K +$19.2K +495 +11%
NC
837
NovaPoint Capital
Georgia
$203K +$200K +5,173 New
CWM
838
Concentrum Wealth Management
California
$201K -$10.7K -275 -5%
NCM
839
Next Capital Management
New York
$201K +$199K +5,150 New
SWM
840
Sugarloaf Wealth Management
Georgia
$200K +$169K +4,363 +612%
SB
841
Strategic Blueprint
Georgia
$193K +$190K +4,908 New
BC
842
Burleson & Co
California
$190K – – –
NC
843
NewSquare Capital
Pennsylvania
$183K – – –
FWM
844
Focused Wealth Management
New York
$181K -$20.6K -531 -10%
SBL
845
Sargent Bickham Lagudis
Colorado
$177K +$174K +4,504 New
OC
846
Oakworth Capital
Alabama
$175K – – –
CA
847
Clearstead Advisors
Ohio
$166K +$63.6K +1,642 +64%
ARMC
848
American Research & Management Company
Massachusetts
$165K +$136K +3,500 +500%
LF
849
Lee Financial
Texas
$158K – – –
FCM
850
Firestone Capital Management
Florida
$156K – – –
32 33
34
35 36