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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
876
Icon Wealth Advisors
Texas
$194K -$5.61K -176 -3%
RCM
877
Raleigh Capital Management
North Carolina
$192K +$188K +5,912 +10,372%
PAM
878
Palisade Asset Management
Minnesota
$186K +$184K +5,785 New
SIS
879
Sound Income Strategies
Florida
$185K -$16.9K -530 -8%
PCFFS
880
Pacific Center for Financial Services
California
$180K +$178K +5,578 New
GT
881
Glenmede Trust
Pennsylvania
$175K -$53.4K -1,675 -24%
CT
882
Colonial Trust
South Carolina
$173K -$1.05K -33 -0.6%
FFA
883
Founders Financial Alliance
North Carolina
$170K +$20.4K +640 +14%
RMC
884
Resources Management Corp
Connecticut
$169K +$167K +5,250 New
FIM
885
FWL Investment Management
Texas
$164K +$155K +4,850 +2,004%
JEST
886
JTC Employer Solutions Trustee
Jersey
$149K – – –
CA
887
Clearstead Advisors
Ohio
$147K +$55.9K +1,754 +60%
BFPW
888
BOK Financial Private Wealth
Colorado
$144K +$10.4K +327 +8%
JHCP
889
Jackson Hole Capital Partners
Oklahoma
$138K – – –
HT
890
Headlands Technologies
Illinois
$135K -$116K -3,636 -46%
EWM
891
EPG Wealth Management
Georgia
$133K +$351 +11 +0.3%
WSC
892
Wellington Shields & Co
New York
$129K +$24.1K +755 +23%
HCM
893
Hollencrest Capital Management
California
$127K +$1.37K +43 +1%
NL
894
NVWM LLC
Pennsylvania
$127K -$9.82K -308 -7%
AF
895
Advisornet Financial
Minnesota
$127K +$12.9K +404 +11%
JPWM
896
Jamison Private Wealth Management
Georgia
$125K -$116K -3,638 -48%
CFD
897
Creative Financial Designs
Indiana
$122K +$287 +9 +0.2%
USB
898
Union Savings Bank
Connecticut
$120K – – –
CSC
899
Cove Street Capital
California
$113K +$112K +3,500 New
BWL
900
Bogart Wealth LLC
Virginia
$111K +$93.4K +2,930 +569%
34 35
36
37 38