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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
626
Barrett Asset Management
New York
$61K -$35.4K -1,000 -36%
CCM
627
Cribstone Capital Management
Maine
$61K – – –
FGC
628
Financial Gravity Companies
Texas
$61K +$59.8K +1,689 New
CWM
629
Catamount Wealth Management
Connecticut
$58K -$53.1K -1,500 -48%
AC
630
Avestar Capital
New York
$57K – – –
BFEC
631
Benjamin F. Edwards & Company
Missouri
$57K +$779 +22 +1%
MOS
632
MGO One Seven
Ohio
$57K +$60.7K +1,713 New
IWA
633
Intercontinental Wealth Advisors
Texas
$55K +$57K +1,610 New
AAP
634
Arax Advisory Partners
Colorado
$54K +$390 +11 +0.7%
PGWM
635
Parisi Gray Wealth Management
New Jersey
$44K -$9.03K -255 -17%
BHWM
636
Bay Harbor Wealth Management
Maryland
$44K +$45.3K +1,278 New
RFWA
637
RPg Family Wealth Advisory
Massachusetts
$40.9K +$42.4K +1,196 New
VFA
638
Valeo Financial Advisors
Indiana
$40K – – –
MSA
639
Marino Stram & Associates
Massachusetts
$36K – – –
PK
640
Pflug Koory
Nebraska
$35K +$744 +21 +2%
EWM
641
Executive Wealth Management
Michigan
$35K +$36.4K +1,028 New
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$992 +28 +3%
RCG
643
Ruggie Capital Group
Florida
$32K +$32.9K +929 New
WEC
644
Winslow Evans & Crocker
Massachusetts
$30K -$43K -1,214 -60%
MCM
645
Manchester Capital Management
Vermont
$30K – – –
TCM
646
TD Capital Management
Tennessee
$29K +$23.4K +660 +337%
DWM
647
Doyle Wealth Management
Florida
$29K +$30.2K +852 New
SIAS
648
Shine Investment Advisory Services
Colorado
$27K -$4.61K -130 -14%
MA
649
MCF Advisors
Kentucky
$27K +$16.9K +477 +160%
TL
650
TrueWealth LLC
Georgia
$25K +$425 +12 +2%
24 25
26
27 28