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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
826
Sandbox Financial Partners
Maryland
$209K – – –
OFS
827
OneAscent Financial Services
Alabama
$208K -$8.41K -270 -4%
VT
828
Vise Technologies
New York
$208K +$209K +6,709 New
GI
829
GAMMA Investing
California
$207K -$102K -3,267 -33%
RIA
830
Rhodes Investment Advisors
Texas
$207K +$208K +6,675 New
PRP
831
Peak Retirement Planning
Ohio
$206K +$207K +6,653 New
PWM
832
Peak Wealth Management
New Hampshire
$206K +$207K +6,652 New
VVP
833
Venture Visionary Partners
Ohio
$206K +$207K +6,651 New
KWS
834
Keystone Wealth Services
California
$206K -$72.6K -2,330 -26%
CAMG
835
CWA Asset Management Group
Florida
$206K -$66.9K -2,149 -24%
CPSC
836
Carl P. Sherr & Co
Massachusetts
$206K – – –
MCA
837
Millennium Capital Advisors
Arkansas
$205K – – –
CC
838
Clearwave Capital
California
$204K +$205K +6,594 New
HA
839
Hegarty Advisors
New York
$204K +$205K +6,586 New
VCA
840
Verdence Capital Advisors
Maryland
$203K – – –
KF
841
Krilogy Financial
Missouri
$200K +$196K +6,285 New
JFGIW
842
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$197K – – –
KFI
843
Key Financial Inc
Pennsylvania
$193K -$28.5K -916 -13%
GFA
844
Godfrey Financial Associates
New York
$192K +$194K +6,217 New
JEST
845
JTC Employer Solutions Trustee
Jersey
$192K – – –
FHC
846
First Horizon Corporation
Tennessee
$191K -$43.6K -1,401 -18%
WP
847
WealthShield Partners
North Carolina
$190K +$1.53K +49 +0.8%
CT
848
Colonial Trust
South Carolina
$186K -$23.1K -743 -11%
NEAM
849
New England Asset Management
Connecticut
$186K – – –
WSCM
850
Wellington Shields Capital Management
New York
$184K +$374 +12 +0.2%
32 33
34
35 36