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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
526
Moneta Group Investment Advisors
Missouri
$245K +$11.7K +300 +5%
EWM
527
Endurance Wealth Management
Rhode Island
$244K – – –
DWM
528
Darwin Wealth Management
Florida
$241K -$9.66K -248 -4%
RFA
529
Reilly Financial Advisors
California
$239K -$7.13K -183 -3%
BAM
530
Barrett Asset Management
New York
$237K +$42.9K +1,100 +22%
CA
531
Clearstead Advisors
Ohio
$236K -$133K -3,421 -36%
SCA
532
STALEY CAPITAL ADVISERS
Pennsylvania
$233K -$395K -10,150 -63%
IIC
533
Ironwood Investment Counsel
Arizona
$233K -$75.5K -1,939 -24%
SLF
534
Sun Life Financial
Ontario, Canada
$233K – – –
IP
535
Intellectus Partners
California
$233K +$20K +514 +9%
BA
536
Boston Advisors
Massachusetts
$233K +$233K +5,993 New
HF
537
HRT Financial
New York
$232K +$233K +5,991 New
BCA
538
Benchmark Capital Advisors
New York
$229K -$5.84K -150 -2%
BMCM
539
Bryn Mawr Capital Management
Pennsylvania
$226K +$227K +5,821 New
CAMG
540
CWA Asset Management Group
Florida
$223K +$224K +5,748 New
DWT
541
Dorsey & Whitney Trust
South Dakota
$221K – – –
FHA
542
Flagship Harbor Advisors
Massachusetts
$220K +$225K +5,772 New
CAG
543
Csenge Advisory Group
Florida
$215K +$216K +5,534 New
IWA
544
Intercontinental Wealth Advisors
Texas
$214K – – –
LIM
545
Leavell Investment Management
Alabama
$214K – – –
MPI
546
Mairs & Power Inc
Minnesota
$213K +$214K +5,500 New
HWP
547
Hefty Wealth Partners
Indiana
$208K -$4.17K -107 -2%
AL
548
Aspiriant LLC
California
$204K -$27.7K -710 -12%
SCM
549
SOL Capital Management
Maryland
$204K – – –
SM
550
Sciencast Management
New Jersey
$203K +$207K +5,320 New
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