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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
676
Advocacy Wealth Management Services
Georgia
$15K – – –
MI
677
Markston International
New York
$15K – – –
APSP
678
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$230 +6 +2%
AWM
679
Avior Wealth Management
Nebraska
$15K +$15.1K +392 New
KIG
680
Kessler Investment Group
Indiana
$14K – – –
TFO
681
Tarbox Family Office
California
$13K +$13.2K +345 New
HWM
682
Holloway Wealth Management
Florida
$12K – – –
PS
683
Portfolio Solutions
Michigan
$12K – – –
PRS
684
Pinkerton Retirement Specialists
Idaho
$12K +$11.7K +304 New
TF
685
Tompkins Financial
New York
$12K +$11.7K +305 New
PAI
686
Pittenger & Anderson Inc
Nebraska
$11K – – –
SWA
687
Sutton Wealth Advisors
Florida
$10.1K -$33.9K -882 -77%
TDC
688
Thompson Davis & Co
Virginia
$10K – – –
WCAMG
689
Woodard & Company Asset Management Group
North Carolina
$10K +$9.6K +250 New
RWG
690
Regal Wealth Group
California
$10K +$9.94K +259 New
CDIA
691
Capital Directions Investment Advisors
Georgia
$9K – – –
SFG
692
SevenBridge Financial Group
Pennsylvania
$9K – – –
WCM
693
Whitener Capital Management
North Carolina
$9K +$9.6K +250 New
TFA
694
Toth Financial Advisory
Virginia
$8K +$8.29K +216 New
QI
695
QS Investors
New York
$7K -$77.1M -2,008,339 -100%
GT
696
Glenmede Trust
Pennsylvania
$7K -$769K -20,035 -99%
YWP
697
YorkBridge Wealth Partners
New York
$7K +$422 +11 +6%
PCA
698
Providence Capital Advisors
North Carolina
$7K +$6.91K +180 New
MAM
699
Meeder Asset Management
Ohio
$6K -$53.9K -1,405 -90%
HIIFS
700
Harel Insurance Investments & Financial Services
Israel
$5K – – –
26 27
28
29 30