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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
901
HM Payson & Co
Maine
$18.3K – – –
CAL
902
Capital Analysts LLC
Pennsylvania
$18K – – –
BWS
903
Buck Wealth Strategies
Colorado
$16.6K +$17K +545 New
NRG
904
Nemes Rush Group
Michigan
$15.9K – – –
AP
905
Atwood & Palmer
Missouri
$15.7K +$436 +14 +3%
CJ
906
Caitlin John
Michigan
$15.7K +$7.79K +250 +95%
GPFA
907
Game Plan Financial Advisors
Ohio
$15.2K – – –
HCM
908
Horrell Capital Management
Arkansas
$15.2K – – –
MSFP
909
Mark Sheptoff Financial Planning
Connecticut
$15.2K – – –
UCB
910
United Community Bank
South Carolina
$13.4K – – –
JWA
911
JFS Wealth Advisors
Pennsylvania
$13.3K -$5.2K -167 -28%
BAM
912
Byrne Asset Management
New Jersey
$13K – – –
MCA
913
McGuire Capital Advisors
Oklahoma
$12.4K – – –
OFG
914
Oxford Financial Group
Indiana
$12.2K – – –
WAS
915
Winch Advisory Services
Wisconsin
$11.7K +$156 +5 +1%
CFSG
916
Community Financial Services Group
Vermont
$11.5K – – –
ADL
917
Asset Dedication LLC
California
$10.7K – – –
GTAM
918
Global Trust Asset Management
Florida
$9.76K – – –
CWP
919
Concord Wealth Partners
Virginia
$8.27K +$8.44K +271 New
SWM
920
SHP Wealth Management
Massachusetts
$8.23K -$40.5K -1,300 -83%
HFG
921
Harborfront Financial Group
Michigan
$8.15K +$8.32K +267 New
1M
922
1248 Management
Missouri
$8.08K +$8.25K +265 New
SR
923
Syntax Research
Florida
$7.78K – – –
WWM
924
Wolff Wiese Magana
California
$7.78K – – –
CFO
925
CVA Family Office
Colorado
$7.71K -$17.9K -575 -69%
35 36
37
38 39