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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
AllSquare Wealth Management
New York
$66K -$9.68K -258 -13%
AC
627
Avestar Capital
New York
$62K – – –
VFA
628
Valeo Financial Advisors
Indiana
$61K +$60K +1,600 +5,517%
IIC
629
Integrated Investment Consultants
Michigan
$59K +$58.9K +1,569 New
PGWM
630
Parisi Gray Wealth Management
New Jersey
$57K – – –
NCM
631
Nelson Capital Management
California
$54K – – –
MSA
632
Marino Stram & Associates
Massachusetts
$54K +$113 +3 +0.2%
SFSIG
633
San Francisco Sentry Investment Group
California
$53K -$863 -23 -2%
TSW
634
Thompson Siegel & Walmsley
Virginia
$53K – – –
PCM
635
Poehling Capital Management
Wisconsin
$51K – – –
SIAS
636
Shine Investment Advisory Services
Colorado
$48K -$9.59M -255,451 -100%
ARMC
637
American Research & Management Company
Massachusetts
$47K – – –
SP
638
SWS Partners
Ohio
$44K +$25.9K +690 +144%
HR
639
Howe & Rusling
New York
$41K – – –
MOS
640
MGO One Seven
Ohio
$41K – – –
SFC
641
SYM Financial Corp
Indiana
$41K – – –
FGC
642
Financial Gravity Companies
Texas
$39K -$6.45K -172 -14%
FGAM
643
Financial Gravity Asset Management
Texas
$39K +$39.1K +1,043 New
RFWA
644
RPg Family Wealth Advisory
Massachusetts
$39K -$8.89K -237 -19%
VCM
645
Vigilant Capital Management
Maine
$38K -$37.5K -1,000 -50%
SSB
646
Sandy Spring Bank
Maryland
$38K -$9.19K -245 -20%
MWM
647
Mascoma Wealth Management
New Hampshire
$38K – – –
PK
648
Pflug Koory
Nebraska
$36K +$36.2K +964 New
MCM
649
Manchester Capital Management
Vermont
$29K – – –
FPFS
650
First Personal Financial Services
North Carolina
$27K – – –
24 25
26
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