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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
701
SeaBridge Investment Advisors
New Jersey
$24K -$161K -4,320 -87%
HR
702
Howe & Rusling
New York
$22K – – –
CPA
703
Capital Planning Advisors
California
$21K +$21K +565 New
FMP
704
Financial Management Professionals
Texas
$19K – – –
HCM
705
Horrell Capital Management
Arkansas
$19K – – –
TFS
706
TrustCore Financial Services
Tennessee
$19K – – –
WCM
707
Wealthcare Capital Management
Virginia
$17K – – –
AIL
708
AGF Investments LLC
Ontario, Canada
$17K +$9.23K +248 +119%
APSP
709
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K +$186 +5 +1%
TSW
710
Thompson Siegel & Walmsley
Virginia
$15K – – –
HI
711
Human Investing
Oregon
$14K – – –
THWM
712
Taylor Hoffman Wealth Management
Virginia
$13K – – –
CAGAS
713
Capital Advisory Group Advisory Services
Minnesota
$13K +$2.94K +79 +30%
PCA
714
Providence Capital Advisors
North Carolina
$12K +$2.98K +80 +32%
SIAS
715
Shine Investment Advisory Services
Colorado
$12K +$11.8K +318 New
GWMIA
716
Global Wealth Management Investment Advisory
Florida
$11K -$1.12K -30 -9%
VCM
717
Versant Capital Management
Arizona
$11K – – –
VCM
718
Vigilant Capital Management
Maine
$11K – – –
HFM
719
Hartford Financial Management
Connecticut
$11K +$4.99K +134 +90%
HCA
720
Horan Capital Advisors
Ohio
$11K +$11.2K +300 New
FGAM
721
Financial Gravity Asset Management
Texas
$8K -$11.1K -299 -58%
QI
722
QS Investors
New York
$8K -$298 -8 -4%
GAM
723
Gemmer Asset Management
California
$8K – – –
MI
724
Markston International
New York
$8K – – –
TAIM
725
TD Ameritrade Investment Management
Nebraska
$8K +$8.11K +218 New
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