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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
701
Markston International
New York
$7K – – –
GAM
702
Gemmer Asset Management
California
$7K +$7.33K +200 New
CFA
703
Camarda Financial Advisors
Florida
$6K – – –
MAM
704
Meeder Asset Management
Ohio
$6K – – –
VRM
705
Vectors Research Management
New York
$6K – – –
HDIM
706
Hanson & Doremus Investment Management
Vermont
$6K +$5.61K +153 New
AIM
707
Anchor Investment Management
South Carolina
$5.53K – – –
HFM
708
Hartford Financial Management
Connecticut
$5K – – –
TFA
709
Toth Financial Advisory
Virginia
$5K – – –
SCA
710
Stonebridge Capital Advisors
Minnesota
$5K +$4.58K +125 New
WA
711
WestEnd Advisors
North Carolina
$4.72K +$1.43K +39 +44%
LF
712
Lee Financial
Texas
$4K – – –
LDFR
713
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
KFS
714
Kelly Financial Services
Massachusetts
$3.32K – – –
MWM
715
Meridian Wealth Management
Kentucky
$3.26K -$11.5K -313 -3%
SFA
716
Semmax Financial Advisors
North Carolina
$3K -$113K -3,079 -97%
GCM
717
Gables Capital Management
Florida
$3K – – –
LPWM
718
Lake Point Wealth Management
Texas
$3K – – –
BRWM
719
B. Riley Wealth Management
Tennessee
$2.62K +$1.2M +32,722 +85%
SFG
720
SevenBridge Financial Group
Pennsylvania
$2K – – –
TFA
721
Transamerica Financial Advisors
Florida
$2K +$1.1K +30 New
LGWM
722
Litman Gregory Wealth Management
California
$2K +$2.35K +64 New
APC
723
Aspire Private Capital
North Carolina
$1K -$92.6K -2,527 -99%
UB
724
UMB Bank
Missouri
$705 -$15.2K -414 -2%
CPIA
725
Cornell Pochily Investment Advisors
New York
$513 +$37.9K +1,033 +8%
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