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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SGC
876
Slocum, Gordon & Co
Rhode Island
$27.1K – – –
BAM
877
Bellevue Asset Management
Washington
$26.9K +$122 +4 +0.5%
PCMC
878
Private Capital Management (Colorado)
Colorado
$26.9K +$27.2K +891 New
CWP
879
Concord Wealth Partners
Virginia
$26K +$397 +13 +2%
BHWM
880
Beaird Harris Wealth Management
Texas
$25.5K – – –
NRG
881
Nemes Rush Group
Michigan
$24.6K -$15.3K -500 -38%
HWP
882
Hibernia Wealth Partners
Louisiana
$24.6K +$24.9K +816 New
SAM
883
S.A. Mason
Michigan
$22.3K – – –
HPC
884
HM Payson & Co
Maine
$21.1K – – –
OFG
885
Oxford Financial Group
Indiana
$21.1K – – –
KHC
886
Koesten Hirschmann & Crabtree
Kansas
$21.1K +$21.4K +700 New
LAS
887
LWM Advisory Services
Florida
$21.1K +$21.4K +700 New
CAM
888
Chesapeake Asset Management
New York
$20.3K – – –
PMFA
889
Plante Moran Financial Advisors
Michigan
$20.2K – – –
AWM
890
AllSquare Wealth Management
New York
$19.1K – – –
VCM
891
Versant Capital Management
Arizona
$18.6K +$14.9K +487 +378%
GCM
892
Gables Capital Management
Florida
$18.4K +$18.6K +610 New
CBT
893
CoreFirst Bank & Trust
Kansas
$18.1K – – –
BCV
894
Banque Cantonale Vaudoise
Switzerland
$18K – – –
KFS
895
Kelly Financial Services
Massachusetts
$17.7K -$7.31K -239 -29%
NECFA
896
New England Capital Financial Advisors
Connecticut
$17.7K +$153 +5 +0.9%
CAS
897
Coppell Advisory Solutions
Texas
$17.2K -$4.1K -134 -19%
JWM
898
Janiczek Wealth Management
Colorado
$16.8K -$5.78K -189 -25%
OSNBOA
899
Old Second National Bank of Aurora
Illinois
$16.6K – – –
BWL
900
Bogart Wealth LLC
Virginia
$16.3K +$825 +27 +5%
34 35
36
37 38