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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
751
LBMC Investment Advisors
Tennessee
$237K -$99.9K -3,190 -29%
WAG
752
Winthrop Advisory Group
Massachusetts
$236K – – –
BB
753
Bell Bank
North Dakota
$233K – – –
MA
754
MKT Advisors
California
$233K -$32.9K -1,050 -12%
WMA
755
Wealth Management Associates
New Jersey
$232K – – –
OCM
756
Objective Capital Management
Ohio
$232K -$174K -5,542 -42%
CW
757
Cornerstone Wealth
Tennessee
$231K +$231K +7,385 New
JBI
758
John Boyer Inc
Florida
$231K -$140K -4,463 -37%
QCM
759
Quantinno Capital Management
New York
$230K -$202K -6,455 -46%
KF
760
Krilogy Financial
Missouri
$230K +$32.8K +1,046 +17%
AWS
761
Arkfeld Wealth Strategies
Nebraska
$229K +$9.24K +295 +4%
PCA
762
Prosperity Capital Advisors
Ohio
$229K -$36.9K -1,178 -13%
RMAM
763
Raab & Moskowitz Asset Management
New Jersey
$229K -$69.4K -2,216 -23%
SWP
764
Summit Wealth Partners
Florida
$228K -$288K -9,207 -55%
GSC
765
Ground Swell Capital
South Carolina
$228K +$235K +7,509 New
FLPIM
766
F.L. Putnam Investment Management
Massachusetts
$228K -$4.76K -152 -2%
FNWM
767
Financial Network Wealth Management
Utah
$227K +$125 +4 +0.1%
CMI
768
Clare Market Investments
Texas
$227K +$234K +7,474 New
MFG
769
Midwest Financial Group
Kansas
$226K -$5.48K -175 -2%
AWP
770
Axis Wealth Partners
Rhode Island
$225K +$31 +1 +0%
LWANC
771
Laurel Wealth Advisors (North Carolina)
North Carolina
$225K -$6.26K -200 -3%
MIM
772
Moseley Investment Management
Florida
$224K -$313 -10 -0.1%
AWM
773
Austin Wealth Management
Texas
$223K -$142K -4,541 -38%
AA
774
Alesco Advisors
New York
$222K – – –
VF
775
Vawter Financial
Ohio
$221K +$228K +7,294 New
29 30
31
32 33