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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
926
Optima Capital
Oregon
$26.5K +$26.6K +855 New
KG
927
Kilter Group
New York
$25.1K – – –
PMFA
928
Plante Moran Financial Advisors
Michigan
$24.1K +$24.3K +780 New
PRAG
929
Portfolio Resources Advisor Group
Florida
$23.8K +$23.9K +769 New
GSWM
930
Golden State Wealth Management
California
$23.6K +$436 +14 +2%
BHWM
931
Beaird Harris Wealth Management
Texas
$23.1K – – –
1IA
932
1620 Investment Advisors
Massachusetts
$21.7K -$21.8K -700 -50%
HPC
933
HM Payson & Co
Maine
$21.7K – – –
PSB
934
Piscataqua Savings Bank
New Hampshire
$21.2K +$17.1K +550 +410%
RRA
935
Red Reef Advisors
Florida
$21.1K +$21.2K +682 New
EWP
936
Elevation Wealth Partners
California
$20.7K -$21.5K -690 -51%
PPL
937
Planning Project LLC
Texas
$20K +$20.1K +645 New
GWM
938
Grand Wealth Management
Michigan
$19.8K +$20K +641 New
GTAM
939
Global Trust Asset Management
Florida
$19.7K -$12.5K -400 -39%
PWMA
940
Pension & Wealth Management Advisors
Massachusetts
$19.5K – – –
CTA
941
Colonial Trust Advisors
South Carolina
$19.4K – – –
GCM
942
Gables Capital Management
Florida
$18.9K – – –
JWA
943
JFS Wealth Advisors
Pennsylvania
$18.6K +$4.08K +131 +28%
CBT
944
CoreFirst Bank & Trust
Kansas
$18.6K – – –
NECFA
945
New England Capital Financial Advisors
Connecticut
$18.5K +$218 +7 +1%
VWWMG
946
Vermillion & White Wealth Management Group
Pennsylvania
$17.1K – – –
AP
947
Atwood & Palmer
Missouri
$16.7K – – –
CT
948
Coastline Trust
Rhode Island
$16.3K – – –
NRG
949
Nemes Rush Group
Michigan
$16.1K – – –
FPB
950
First PREMIER Bank
South Dakota
$16K – – –
36 37
38
39 40