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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
MGB Wealth Management
Texas
$32K +$31.5K +1,000 New
ICM
927
Islay Capital Management
Texas
$31.6K – – –
ME
928
McIlrath & Eck
Washington
$30.6K – – –
SL
929
Salomon & Ludwin
Virginia
$30.6K – – –
HGA
930
Hobbs Group Advisors
South Carolina
$30.6K +$30.5K +969 New
GWANC
931
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.4K – – –
S
932
Sachetta
Massachusetts
$30.1K – – –
MRCM
933
M&R Capital Management
New Jersey
$30K – – –
BFO
934
Biltmore Family Office
North Carolina
$28.6K – – –
CWP
935
Concord Wealth Partners
Virginia
$28.6K -$27.9K -886 -49%
VCM
936
Viewpoint Capital Management
Washington
$27.1K +$27K +859 New
BHWM
937
Beaird Harris Wealth Management
Texas
$26.7K – – –
BAM
938
Bellevue Asset Management
Washington
$24.7K -$3.78K -120 -13%
GWP
939
Gen-Wealth Partners
Michigan
$24K – – –
GPFA
940
Game Plan Financial Advisors
Ohio
$23.7K – – –
SAM
941
S.A. Mason
Michigan
$23.3K – – –
HPC
942
HM Payson & Co
Maine
$22.1K – – –
OFG
943
Oxford Financial Group
Indiana
$22.1K – – –
VWWMG
944
Vermillion & White Wealth Management Group
Pennsylvania
$21.9K – – –
OWA
945
Opal Wealth Advisors
New York
$21.6K +$21.5K +684 New
EW
946
Element Wealth
Mississippi
$21K +$10K +318 +92%
UB
947
UMB Bank
Missouri
$20.5K -$8.15K -259 -28%
CCM
948
Chilton Capital Management
Texas
$20.4K – – –
TWP
949
Triad Wealth Partners
Kansas
$19.8K +$19.7K +627 New
OP
950
ORG Partners
Indiana
$19.4K +$19.4K +617 New
36 37
38
39 40