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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
851
Cornerstone Planning Group
New Jersey
$96.8K +$88.3K +2,935 +1,747%
PCA
852
Providence Capital Advisors
North Carolina
$93.4K +$91.7K +3,045 New
VWM
853
Vermillion Wealth Management
Minnesota
$92.6K -$41.8K -1,390 -32%
BTD
854
BankPlus Trust Department
Mississippi
$92K – – –
AFG
855
Albion Financial Group
Utah
$91.1K -$542 -18 -0.6%
NSG
856
Nalls Sherbakoff Group
Tennessee
$87.9K – – –
AWM
857
Activest Wealth Management
Florida
$87.4K – – –
TWM
858
Topsail Wealth Management
North Carolina
$84.4K – – –
WOSD
859
WFA of San Diego
California
$83K +$81.5K +2,706 New
BPAMU
860
BTG Pactual Asset Management US
New York
$82.6K – – –
RMC
861
Resources Management Corp
Connecticut
$80K +$78.3K +2,600 New
PP
862
Pacifica Partners
Canada
$76.9K -$29.8K -991 -28%
OSAM
863
O'Shaughnessy Asset Management
Connecticut
$76.7K – – –
PW
864
Pandora Wealth
Illinois
$76.7K – – –
WIM
865
Westside Investment Management
California
$75.4K -$23.9K -795 -24%
MFT
866
Moisand Fitzgerald Tamayo
Florida
$74.6K – – –
FFA
867
Founders Financial Alliance
North Carolina
$74K -$57.4K -1,906 -44%
MMCM
868
Murphy & Mullick Capital Management
New York
$70.5K – – –
EB
869
Eastern Bank
Massachusetts
$66K – – –
EC
870
Elequin Capital
New York
$65.6K -$28.3K -939 -31%
TFGT
871
TS Financial Group (TSFG)
Illinois
$64K +$120 +4 +0.2%
CFO
872
CVA Family Office
Colorado
$61.8K -$21.7K -720 -26%
VWM
873
Valley Wealth Managers
New Jersey
$61.7K -$39.7K -1,318 -40%
LFG
874
Larson Financial Group
Missouri
$60.3K -$15.6K -517 -21%
NEWAS
875
N.E.W. Advisory Services
Wisconsin
$58.4K – – –
33 34
35
36 37