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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Sugarloaf Wealth Management
Georgia
$42.4K -$10.8K -354 -20%
JFG
852
JDM Financial Group
Texas
$42.4K – – –
CSC
853
Caldwell Sutter Capital
California
$41.8K – – –
CT
854
Cambridge Trust
Massachusetts
$41.5K – – –
OLVIG
855
Oliver Lagore Vanvalin Investment Group
Michigan
$40.9K -$10.7K -350 -20%
PK
856
Pflug Koory
Nebraska
$37.4K +$428 +14 +1%
SWM
857
Sanctuary Wealth Management
Idaho
$37.1K – – –
BFPW
858
BOK Financial Private Wealth
Colorado
$36.2K -$52.2K -1,708 -59%
GM
859
GeoWealth Management
Illinois
$36K +$4.62K +151 +14%
ECM
860
Elgethun Capital Management
South Dakota
$35.3K -$134K -4,390 -79%
BCPWM
861
Bradley & Co Private Wealth Management
Florida
$34.5K – – –
SSWM
862
Sheets Smith Wealth Management
North Carolina
$33.2K +$33.6K +1,100 New
PCA
863
Providence Capital Advisors
North Carolina
$31.8K +$13.8K +450 +75%
BCMLT
864
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.2K – – –
WB
865
Webster Bank
Connecticut
$31.2K – – –
FGA
866
Fortis Group Advisors
New Jersey
$30.8K +$31.2K +1,020 New
ICM
867
Islay Capital Management
Texas
$30.1K – – –
ME
868
McIlrath & Eck
Washington
$29.2K – – –
SL
869
Salomon & Ludwin
Virginia
$29.2K +$29.6K +969 New
GWANC
870
Guardian Wealth Advisors (North Carolina)
North Carolina
$29K – – –
SWA
871
Sutton Wealth Advisors
Florida
$27.8K – – –
CFS
872
CGC Financial Services
Oregon
$27.5K – – –
CP
873
Castleview Partners
Texas
$27.4K -$6.48K -212 -19%
S
874
SignatureFD
Georgia
$27.1K -$67.2K -2,200 -71%
SGC
875
Slocum, Gordon & Co
Rhode Island
$27.1K – – –
33 34
35
36 37