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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
726
Gamble Jones Investment Counsel
California
$325K – – –
MSAM
727
Moloney Securities Asset Management
Missouri
$324K +$1.9K +49 +0.6%
ECM
728
Elgethun Capital Management
South Dakota
$324K +$2.25K +58 +0.7%
5L
729
55I LLC
Massachusetts
$324K +$319K +8,237 New
WAG
730
Winthrop Advisory Group
Massachusetts
$323K – – –
OFG
731
Omega Financial Group
California
$322K – – –
FCA
732
FinTrust Capital Advisors
South Carolina
$321K +$122K +3,155 +63%
HIS
733
Harvest Investment Services
Illinois
$320K +$3.6K +93 +1%
PFA
734
Paradigm Financial Advisors
Missouri
$318K +$3.72K +96 +1%
CWM
735
Connecticut Wealth Management
Connecticut
$318K +$313K +8,079 New
NWA
736
Navis Wealth Advisors
New York
$315K – – –
HL
737
HeadInvest LLC
Maine
$314K +$310K +8,000 New
AWA
738
Arete Wealth Advisors
Illinois
$310K +$119K +3,080 +23%
WLIM
739
White Lighthouse Investment Management
Massachusetts
$308K +$7.75K +200 +3%
WIC
740
Whitegate Investment Counselors
New Hampshire
$308K +$15.5K +400 +5%
CWAF
741
Core Wealth Advisors (Florida)
Florida
$308K +$35.3K +911 +13%
SWA
742
Stratos Wealth Advisors
Ohio
$308K +$304K +7,838 New
FHC
743
First Heartland Consultants
Missouri
$306K -$78.9K -2,037 -21%
CRC
744
Curi RMB Capital
Illinois
$305K – – –
APW
745
Aurora Private Wealth
New Jersey
$302K +$52.8K +1,364 +22%
SPFA
746
Summit Place Financial Advisors
New Jersey
$301K +$54.2K +1,400 +22%
MAG
747
Mayfair Advisory Group
Alabama
$299K – – –
MFA
748
Mayflower Financial Advisors
Massachusetts
$297K +$38.9K +1,003 +15%
PFA
749
Pettinga Financial Advisors
Indiana
$295K +$290K +7,498 New
CCFM
750
Clear Creek Financial Management
Washington
$293K +$289K +7,456 New
28 29
30
31 32