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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
726
Aurora Private Wealth
New Jersey
$346K +$48.3K +1,231 +16%
MFM
727
Mirsky Financial Management
New York
$343K -$327K -8,335 -49%
MGIA
728
Moneta Group Investment Advisors
Missouri
$343K -$162K -4,128 -32%
CIAS
729
CBIZ Investment Advisory Services
Ohio
$343K – – –
MIM
730
Moseley Investment Management
Florida
$342K +$64.7K +1,649 +23%
GT
731
Glenmede Trust
Pennsylvania
$340K -$52.6K -1,340 -13%
APW
732
Austin Private Wealth
Texas
$339K – – –
GP
733
Girard Partners
Pennsylvania
$339K +$1.69K +43 +0.5%
AA
734
Ancora Advisors
Ohio
$334K – – –
ACP
735
Ashfield Capital Partners
California
$333K – – –
CCFM
736
Clear Creek Financial Management
Washington
$332K +$43.1K +1,100 +15%
HB
737
Homrich & Berg
Georgia
$330K – – –
WAG
738
Winthrop Advisory Group
Massachusetts
$330K +$10.2K +260 +3%
WIC
739
Whitegate Investment Counselors
New Hampshire
$330K +$26.5K +675 +9%
MSAM
740
Moloney Securities Asset Management
Missouri
$325K +$5.49K +140 +2%
UBV
741
United Bank (Virginia)
Virginia
$323K – – –
GJIC
742
Gamble Jones Investment Counsel
California
$321K – – –
SWP
743
Strategic Wealth Partners
Ohio
$321K +$324K +8,269 New
HIS
744
Harvest Investment Services
Illinois
$319K +$3.57K +91 +1%
OFG
745
Omega Financial Group
California
$318K – – –
MFA
746
Mayflower Financial Advisors
Massachusetts
$317K +$22.5K +574 +8%
SWM
747
Sugarloaf Wealth Management
Georgia
$316K +$121K +3,076 +61%
JCM
748
Jacobsen Capital Management
Utah
$315K +$667 +17 +0.2%
HWMA
749
Heritage Wealth Management (Arizona)
Arizona
$313K +$31.5K +804 +11%
RMC
750
Resources Management Corp
Connecticut
$311K +$62.4K +1,590 +25%
28 29
30
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