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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
901
Safe Harbor Fiduciary
Florida
$49.6K +$49.9K +1,602 New
SWM
902
SHP Wealth Management
Massachusetts
$48.6K +$48.9K +1,570 New
RF
903
Rossby Financial
Florida
$47.6K – – –
FMII
904
Farmers & Merchants Investments Inc
Nebraska
$46.4K – – –
HR
905
Howe & Rusling
New York
$46.1K +$16.5K +529 +55%
PWA
906
Physician Wealth Advisors
Utah
$44.6K +$44.8K +1,440 New
JFG
907
JDM Financial Group
Texas
$43.5K – – –
SWA
908
SOA Wealth Advisors
New York
$43.1K +$33.4K +1,071 +3%
AW
909
Avion Wealth
Texas
$42K – – –
DWM
910
Darwin Wealth Management
Florida
$41.9K +$156 +5 +0.4%
CFO
911
CVA Family Office
Colorado
$37.4K -$25.1K -805 -40%
PGAM
912
Princeton Global Asset Management
New Jersey
$36.4K +$4.73K +152 +15%
HBW
913
Hazlett, Burt & Watson
West Virginia
$36K +$125 +4 +0.3%
CFS
914
Compass Financial Services
Iowa
$35.9K +$654 +21 +2%
EB
915
Eastern Bank
Massachusetts
$35.6K -$31.1K -1,000 -47%
BCPWM
916
Bradley & Co Private Wealth Management
Florida
$35.4K – – –
MFT
917
Moisand Fitzgerald Tamayo
Florida
$32.4K – – –
CNBT
918
Cornerstone National Bank & Trust
Illinois
$31K – – –
FC
919
Financial Consulate
Maryland
$31K – – –
ICM
920
Islay Capital Management
Texas
$31K – – –
SL
921
Salomon & Ludwin
Virginia
$30.4K – – –
BWL
922
Bogart Wealth LLC
Virginia
$30.4K +$31 +1 +0.1%
ME
923
McIlrath & Eck
Washington
$30K – – –
CC
924
Corsicana & Co
Texas
$28.5K – – –
FRA
925
Front Row Advisors
California
$28.5K – – –
35 36
37
38 39