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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
901
Cove Street Capital
California
$113K +$112K +3,500 New
BWL
902
Bogart Wealth LLC
Virginia
$111K +$93.4K +2,930 +569%
CSC
903
Caldwell Sutter Capital
California
$109K +$63.8K +2,000 +144%
AP
904
Atwood & Palmer
Missouri
$106K -$1.59K -50 -2%
CIAS
905
Capital Investment Advisory Services
North Carolina
$106K +$18.6K +582 +22%
EWP
906
Elevation Wealth Partners
California
$105K -$47.8K -1,500 -31%
LFASL
907
Lugano Financial Advisors SA (LFA)
Switzerland
$102K +$48.2K +1,513 +91%
BFP
908
Briaud Financial Planning
Texas
$102K +$101K +3,158 New
CTA
909
Colonial Trust Advisors
South Carolina
$101K – – –
ACA
910
Atlas Capital Advisors
Wyoming
$99.4K +$1.21K +38 +1%
NFSG
911
Newbridge Financial Services Group
Florida
$98.6K -$104K -3,275 -52%
HGERS
912
Householder Group Estate & Retirement Specialist
Arizona
$94.4K -$8.38K -263 -8%
FRA
913
Front Row Advisors
California
$93.5K +$55.5K +1,741 +150%
AGWCA
914
Annis Gardner Whiting Capital Advisors
Florida
$93.2K +$92.2K +2,891 New
CFO
915
CVA Family Office
Colorado
$92.7K -$27.9K -875 -23%
WIM
916
Westside Investment Management
California
$87.3K -$32.5K -1,021 -27%
RS
917
Rakuten Securities
Japan
$87K +$86.1K +2,700 New
GFPC
918
Global Financial Private Client
Florida
$86.7K – – –
PP
919
PrairieView Partners
Minnesota
$84K +$5.99K +188 +8%
ACA
920
Aptus Capital Advisors
Alabama
$82.8K -$478 -15 -0.6%
MFA
921
McClarren Financial Advisors
Pennsylvania
$82K -$57.3K -1,798 -41%
OSAM
922
O'Shaughnessy Asset Management
Connecticut
$81.6K +$1.02K +32 +1%
SAG
923
Spotlight Asset Group
Illinois
$80.6K – – –
AW
924
Avion Wealth
Texas
$80K +$78.6K +2,465 New
AWM
925
Activest Wealth Management
Florida
$80K – – –
35 36
37
38 39