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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
926
Jackson Hole Capital Partners
Oklahoma
$218K – – –
T
927
TNF
Montana
$218K – – –
CFA
928
Carroll Financial Associates
North Carolina
$217K -$48.7K -1,252 -18%
NGA
929
Naples Global Advisors
Florida
$217K -$9.71K -250 -4%
AC
930
Apella Capital
Connecticut
$217K – – –
BFA
931
Beacon Financial Advisory
Ohio
$217K – – –
TFS
932
Thoroughbred Financial Services
Tennessee
$217K +$214K +5,517 New
WP
933
WealthShield Partners
North Carolina
$216K +$5.79K +149 +3%
LSPW
934
Lake Street Private Wealth
Illinois
$216K +$213K +5,476 New
EWM
935
Executive Wealth Management
Michigan
$216K +$214K +5,501 New
GA
936
GFS Advisors
Texas
$213K -$19.4K -500 -8%
AA
937
Alesco Advisors
New York
$213K – – –
9WM
938
9258 Wealth Management
Ohio
$211K +$583 +15 +0.3%
NC
939
NovaPoint Capital
Georgia
$211K +$5.83K +150 +3%
CT
940
Cambridge Trust
Massachusetts
$211K +$208K +5,349 New
FWM
941
Focused Wealth Management
New York
$209K +$1.71K +44 +0.8%
PCS
942
Personal CFO Solutions
New Jersey
$208K +$2.84K +73 +1%
BFIM
943
Beese Fulmer Investment Management
Ohio
$207K – – –
KCM
944
KRS Capital Management
Michigan
$207K +$204K +5,262 New
PWA
945
Primoris Wealth Advisors
Florida
$205K +$203K +5,215 New
BS
946
Boenning & Scattergood
Pennsylvania
$203K -$3.15K -81 -2%
BRC
947
Bell Rock Capital
Delaware
$203K +$203K +5,222 New
VT
948
Vise Technologies
New York
$201K +$198K +5,100 New
CWM
949
Concentrum Wealth Management
California
$201K +$198K +5,105 New
ACG
950
Allen Capital Group
Nebraska
$197K +$30.3K +780 +19%
36 37
38
39 40