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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
901
Bogart Wealth LLC
Virginia
$127K – – –
NL
902
NVWM LLC
Pennsylvania
$124K – – –
CA
903
Clearstead Advisors
Ohio
$121K -$53.5K -1,640 -30%
CAS
904
Coppell Advisory Solutions
Texas
$118K +$45.2K +1,384 +58%
USB
905
Union Savings Bank
Connecticut
$118K – – –
RS
906
Rakuten Securities
Japan
$117K -$43.6K -1,336 -26%
RMC
907
Resources Management Corp
Connecticut
$112K -$16.3K -500 -12%
PP
908
Pacifica Partners
Canada
$111K +$327 +10 +0.3%
HWA
909
HHM Wealth Advisors
Tennessee
$110K +$114K +3,505 New
CSC
910
Cove Street Capital
California
$110K – – –
SMA
911
Sage Mountain Advisors
Georgia
$110K – – –
MWA
912
Medallion Wealth Advisors
Connecticut
$105K +$109K +3,328 New
CIAS
913
Capital Investment Advisory Services
North Carolina
$103K +$163 +5 +0.2%
AP
914
Atwood & Palmer
Missouri
$101K +$51.3K +1,572 +97%
BFP
915
Briaud Financial Planning
Texas
$99K – – –
AA
916
AlphaMark Advisors
Kentucky
$98K +$102K +3,113 New
BFPW
917
BOK Financial Private Wealth
Colorado
$95.2K – – –
LFG
918
Larson Financial Group
Missouri
$95.1K -$15.3K -470 -13%
NG
919
Novem Group
New York
$94.6K +$98.2K +3,008 New
RA
920
Ransom Advisory
Rhode Island
$94.3K – – –
BTD
921
BankPlus Trust Department
Mississippi
$94.3K +$98K +3,000 New
TWM
922
Topsail Wealth Management
North Carolina
$86.5K +$89.8K +2,750 New
CFO
923
CVA Family Office
Colorado
$85.9K – – –
KG
924
Kieckhefer Group
Wisconsin
$83.3K +$86.5K +2,650 New
LFASL
925
Lugano Financial Advisors SA (LFA)
Switzerland
$83.1K -$17.3K -531 -17%
35 36
37
38 39