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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
851
Carnegie Investment Counsel
Ohio
$200K -$20.9K -700 -10%
FAM
852
Family Asset Management
South Carolina
$199K -$92.4K -3,093 -33%
NFSG
853
Newbridge Financial Services Group
Florida
$198K -$27.6K -923 -13%
SIS
854
Sound Income Strategies
Florida
$196K +$108K +3,613 +136%
IWA
855
Icon Wealth Advisors
Texas
$193K +$185K +6,182 New
NEAM
856
New England Asset Management
Connecticut
$187K – – –
GM
857
GeoWealth Management
Illinois
$174K +$130K +4,365 +366%
FMP
858
Financial Management Professionals
Texas
$169K +$22.7K +761 +16%
CT
859
Colonial Trust
South Carolina
$168K -$85.7K -2,870 -35%
LOIP
860
Live Oak Investment Partners
Texas
$158K – – –
ODG
861
O'Dell Group
Ohio
$154K +$147K +4,933 New
FFA
862
Founders Financial Alliance
North Carolina
$145K -$65.5K -2,194 -32%
JEST
863
JTC Employer Solutions Trustee
Jersey
$144K +$47.8K +1,600 +53%
EWP
864
Elevation Wealth Partners
California
$144K +$142K +4,768 New
MFA
865
McClarren Financial Advisors
Pennsylvania
$135K +$2.99K +100 +2%
FWM
866
Focused Wealth Management
New York
$134K +$3.79K +127 +3%
JHCP
867
Jackson Hole Capital Partners
Oklahoma
$134K -$66.9K -2,240 -34%
NL
868
NVWM LLC
Pennsylvania
$133K -$80.7K -2,700 -39%
AWM
869
Able Wealth Management
New Jersey
$131K +$126K +4,208 New
EWM
870
EPG Wealth Management
Georgia
$130K -$26.4K -884 -18%
BFPW
871
BOK Financial Private Wealth
Colorado
$129K +$88.1K +2,948 +246%
OP
872
ORG Partners
Indiana
$127K +$38.8K +1,298 +47%
HCM
873
Hollencrest Capital Management
California
$122K -$511K -17,116 -81%
FBC
874
Fairfield, Bush & Co
Connecticut
$122K +$117K +3,900 New
CFD
875
Creative Financial Designs
Indiana
$118K +$17.4K +584 +18%
33 34
35
36 37