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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
751
Edge Capital Group
Georgia
$270K -$156K -4,600 -36%
AG
752
Ascent Group
Virginia
$270K -$69.7K -2,061 -21%
MWM
753
Meridian Wealth Management
Kentucky
$270K -$12.6K -372 -4%
RSWM
754
Robertson Stephens Wealth Management
California
$268K -$63.5K -1,875 -19%
GP
755
Girard Partners
Pennsylvania
$267K -$13.4K -395 -5%
CIC
756
Carnegie Investment Counsel
Ohio
$266K – – –
SAS
757
Stelac Advisory Services
New York
$265K -$95.7K -2,829 -26%
SWP
758
Strategic Wealth Partners
Ohio
$265K +$29.5K +871 +12%
RMAM
759
Raab & Moskowitz Asset Management
New Jersey
$265K +$273K +8,068 New
NWA
760
Navis Wealth Advisors
New York
$263K – – –
MAWCM
761
Mine & Arao Wealth Creation & Management
California
$263K +$2.4K +71 +0.9%
RMC
762
Resources Management Corp
Connecticut
$261K -$76.8K -2,270 -28%
VWA
763
V Wealth Advisors
Kansas
$261K +$269K +7,955 New
SWMP
764
Signature Wealth Management Partners
New Jersey
$260K +$981 +29 +0.4%
WMA
765
West Michigan Advisors
Michigan
$259K +$4.33K +128 +2%
WP
766
WealthSource Partners
California
$256K -$43.6K -1,289 -14%
HCM
767
Hengehold Capital Management
Ohio
$256K +$263K +7,771 New
CFO
768
CVA Family Office
Colorado
$255K -$24.2K -715 -8%
RCG
769
Regatta Capital Group
California
$254K -$91.4K -2,700 -26%
SCA
770
Strategic Capital Advisers
Colorado
$254K +$135 +4 +0.1%
CIA
771
Capital Investment Advisors
Georgia
$248K -$68.9K -2,037 -21%
NFSG
772
Newbridge Financial Services Group
Florida
$247K -$61.9K -1,828 -20%
FPAS
773
Focus Partners Advisor Solutions
Missouri
$247K +$43.4K +1,282 +21%
NIC
774
Northwest Investment Counselors
Oregon
$246K -$134K -3,949 -35%
LFS
775
Legacy Financial Strategies
Kansas
$245K – – –
29 30
31
32 33