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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
826
Charter Oak Capital Management
New Hampshire
$233K +$740 +23 +0.3%
DFCM
827
Dark Forest Capital Management
Puerto Rico
$232K +$224K +6,973 New
MAWCM
828
Mine & Arao Wealth Creation & Management
California
$231K +$2.06K +64 +0.9%
VAG
829
VisionPoint Advisory Group
Texas
$230K -$3.48K -108 -2%
NIC
830
Northwest Investment Counselors
Oregon
$230K -$10.7K -333 -5%
DW30
831
Drucker Wealth 3.0
New Jersey
$230K -$21.5K -668 -9%
AIC
832
Archer Investment Corporation
Indiana
$230K +$32 +1 +0%
G
833
GenTrust
Florida
$229K +$222K +6,899 New
DWM
834
Denver Wealth Management
Colorado
$229K +$222K +6,897 New
ZIM
835
Zacks Investment Management
Illinois
$229K +$2.67K +83 +1%
SIG
836
Stonegate Investment Group
Alabama
$228K – – –
VCA
837
Verdence Capital Advisors
Maryland
$228K – – –
RFA
838
Resurgent Financial Advisors
Georgia
$227K -$122K -3,785 -36%
MIM
839
Moseley Investment Management
Florida
$227K +$6.15K +191 +3%
MFG
840
Magnus Financial Group
New York
$221K +$214K +6,655 New
NLP
841
Next Level Private
New York
$221K -$16.6K -515 -7%
AHC
842
Adell Harriman & Carpenter
Texas
$218K -$16.1K -500 -7%
SC
843
Scotia Capital
Ontario, Canada
$217K +$211K +6,545 New
SC
844
Slow Capital
California
$217K -$25.8K -803 -11%
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$217K -$17.4K -541 -8%
CMI
846
Clare Market Investments
Texas
$216K -$31.5K -979 -13%
MWM
847
Meridian Wealth Management
Kentucky
$216K +$209K +6,486 New
SAM
848
Seelaus Asset Management
New Jersey
$213K +$207K +6,421 New
MCC
849
Maiden Cove Capital
Maine
$213K +$206K +6,400 New
MAG
850
Mokosak Advisory Group
Iowa
$213K +$206K +6,396 New
32 33
34
35 36