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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
651
GYL Financial Synergies
Connecticut
$627K +$35.9K +923 +6%
BL
652
BCWM LLC
Kansas
$624K +$142K +3,666 +30%
OCM
653
Objective Capital Management
Ohio
$620K +$611K +15,712 New
MCM
654
MV Capital Management
Maryland
$616K -$51.6K -1,327 -8%
SWA
655
Stratos Wealth Advisors
Ohio
$614K +$157K +4,032 +35%
RIM
656
Rockbridge Investment Management
New York
$599K -$1.01K -26 -0.2%
BCA
657
Bay Colony Advisors
Massachusetts
$597K +$111K +2,851 +23%
FB
658
Fulton Bank
Pennsylvania
$596K – – –
RFN
659
RDA Financial Network
Iowa
$593K -$28.2K -725 -5%
MA
660
MKT Advisors
California
$592K +$615K +15,833 New
EW
661
Evoke Wealth
California
$591K +$27.2K +700 +5%
FIM
662
Fernwood Investment Management
Massachusetts
$591K +$583K +14,990 New
PCM
663
Parsons Capital Management
Rhode Island
$585K -$167K -4,307 -22%
CSIC
664
Clifford Swan Investment Counsel
California
$584K – – –
RIG
665
RiverFront Investment Group
Virginia
$583K +$574K +14,782 New
GLA
666
Good Life Advisors
Pennsylvania
$582K +$9.79K +252 +2%
WP
667
WealthPLAN Partners
Nebraska
$578K – – –
SFA
668
Sequoia Financial Advisors
Ohio
$575K +$186K +4,776 +49%
AWM
669
Avior Wealth Management
Nebraska
$575K +$567K +14,583 New
DAS
670
Dynamic Advisor Solutions
Arizona
$571K -$654K -16,829 -54%
SIG
671
Spinnaker Investment Group
California
$568K +$577K +14,836 New
BSSFA
672
Baron Silver Stevens Financial Advisors
Florida
$566K +$10.9K +280 +2%
HHRDM
673
H&H Retirement Design & Management
Nevada
$558K -$5.07M -130,518 -89%
LWA
674
Lenox Wealth Advisors
New York
$556K – – –
COCM
675
Charter Oak Capital Management
New Hampshire
$553K +$102K +2,618 +23%
25 26
27
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