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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
926
Activest Wealth Management
Florida
$81.9K – – –
OSAM
927
O'Shaughnessy Asset Management
Connecticut
$78.6K – – –
EWA
928
EverSource Wealth Advisors
Alabama
$77.4K +$80.4K +2,462 New
WIM
929
Westside Investment Management
California
$77.3K – – –
AW
930
Avion Wealth
Texas
$77K – – –
MFT
931
Moisand Fitzgerald Tamayo
Florida
$76.4K – – –
MMCM
932
Murphy & Mullick Capital Management
New York
$75K +$77.9K +2,385 New
HGERS
933
Householder Group Estate & Retirement Specialist
Arizona
$72K -$21.5K -658 -22%
PA
934
PSI Advisors
Florida
$71K -$5.68K -174 -7%
EB
935
Eastern Bank
Massachusetts
$67.6K – – –
CMANY
936
Capital Management Associates (New York)
New York
$67.5K – – –
TFGT
937
TS Financial Group (TSFG)
Illinois
$66K -$1.89K -58 -3%
BOJHT
938
Bank of Jackson Hole Trust
Wyoming
$63.8K +$66.3K +2,030 New
MAS
939
MPWM Advisory Solutions
Georgia
$63.6K +$66K +2,022 New
CSC
940
Caldwell Sutter Capital
California
$58.1K -$32.6K -1,000 -35%
OC
941
Oakworth Capital
Alabama
$57.6K -$9.57K -293 -14%
HC
942
Hoese & Co
Minnesota
$53.4K +$55.5K +1,700 New
HBW
943
Hazlett, Burt & Watson
West Virginia
$53K -$10.9K -333 -16%
PGAM
944
Princeton Global Asset Management
New Jersey
$51.9K – – –
SIM
945
Synergy Investment Management
Florida
$51.1K +$53.1K +1,625 New
HR
946
Howe & Rusling
New York
$50.3K +$13.7K +421 +36%
EWP
947
Elevation Wealth Partners
California
$48.8K -$56.1K -1,717 -53%
TSMHT
948
Thurston Springer Miller Herd & Titak
Indiana
$48.3K +$5.55K +170 +12%
T
949
Transce3nd
Texas
$48.1K +$50K +1,531 New
TPCM
950
Templeton & Phillips Capital Management
Tennessee
$48.1K – – –
36 37
38
39 40