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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Bellevue Asset Management
Washington
$26.9K +$122 +4 +0.5%
PCMC
877
Private Capital Management (Colorado)
Colorado
$26.9K +$27.2K +891 New
CWP
878
Concord Wealth Partners
Virginia
$26K +$397 +13 +2%
BHWM
879
Beaird Harris Wealth Management
Texas
$25.5K – – –
NRG
880
Nemes Rush Group
Michigan
$24.6K -$15.3K -500 -38%
HWP
881
Hibernia Wealth Partners
Louisiana
$24.6K +$24.9K +816 New
SAM
882
S.A. Mason
Michigan
$22.3K – – –
HPC
883
HM Payson & Co
Maine
$21.1K – – –
OFG
884
Oxford Financial Group
Indiana
$21.1K – – –
KHC
885
Koesten Hirschmann & Crabtree
Kansas
$21.1K +$21.4K +700 New
LAS
886
LWM Advisory Services
Florida
$21.1K +$21.4K +700 New
CAM
887
Chesapeake Asset Management
New York
$20.3K – – –
PMFA
888
Plante Moran Financial Advisors
Michigan
$20.2K – – –
AWM
889
AllSquare Wealth Management
New York
$19.1K – – –
VCM
890
Versant Capital Management
Arizona
$18.6K +$14.9K +487 +378%
GCM
891
Gables Capital Management
Florida
$18.4K +$18.6K +610 New
CBT
892
CoreFirst Bank & Trust
Kansas
$18.1K – – –
BCV
893
Banque Cantonale Vaudoise
Switzerland
$18K – – –
KFS
894
Kelly Financial Services
Massachusetts
$17.7K -$7.31K -239 -29%
NECFA
895
New England Capital Financial Advisors
Connecticut
$17.7K +$153 +5 +0.9%
CAS
896
Coppell Advisory Solutions
Texas
$17.2K -$4.1K -134 -19%
JWM
897
Janiczek Wealth Management
Colorado
$16.8K -$5.78K -189 -25%
OSNBOA
898
Old Second National Bank of Aurora
Illinois
$16.6K – – –
BWL
899
Bogart Wealth LLC
Virginia
$16.3K +$825 +27 +5%
RG
900
Retirement Group
California
$16.3K -$2.02K -66 -11%
34 35
36
37 38