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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
651
Prudent Man Advisors
Illinois
$400K +$180K +5,700 +78%
FGA
652
Fortis Group Advisors
New Jersey
$398K -$1.98M -62,656 -83%
AIM
653
Advyzon Investment Management
Illinois
$397K +$57.6K +1,827 +16%
AF
654
Apollon Financial
South Carolina
$396K – – –
CFS
655
CRA Financial Services
New Jersey
$392K -$9.36K -297 -2%
BFG
656
Beacon Financial Group
Texas
$391K -$226K -7,154 -36%
TWM
657
Tradition Wealth Management
Minnesota
$389K -$35.5K -1,125 -8%
FSA
658
Fort Sheridan Advisors
Illinois
$388K -$23.6K -750 -6%
NWM
659
Northcape Wealth Management
New York
$388K +$189 +6 +0%
SMC
660
Smith, Moore & Co
Missouri
$386K -$3.53K -112 -0.9%
RCA
661
Ranch Capital Advisors
Florida
$385K -$12.9K -410 -3%
DWA
662
Douglass Winthrop Advisors
New York
$384K – – –
HCA
663
Harbour Capital Advisors
Virginia
$383K +$24.6K +780 +7%
WA
664
Westfuller Advisors
New York
$382K +$851 +27 +0.2%
GI
665
GLOBALT Investments
Georgia
$380K -$43.1K -1,367 -10%
UBV
666
United Bank (Virginia)
Virginia
$378K -$7.88K -250 -2%
QFA
667
Quattro Financial Advisors
Texas
$378K – – –
FNT
668
First Nebraska Trust
Nebraska
$377K -$9.14K -290 -2%
PWM
669
Prosperity Wealth Management
California
$376K -$8.45K -268 -2%
FWM
670
Finer Wealth Management
Massachusetts
$375K -$33.2K -1,052 -8%
BC
671
Burney Company
Virginia
$375K -$124K -3,920 -24%
IA
672
Inspire Advisors
Idaho
$372K +$382K +12,121 New
MFG
673
Merit Financial Group
Georgia
$372K +$381K +12,091 New
RFA
674
Register Financial Advisors
Georgia
$371K +$98.9K +3,136 +35%
AFM
675
Armstrong Fleming & Moore
District of Columbia
$371K +$381K +12,082 New
25 26
27
28 29