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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
776
Plante Moran Financial Advisors
Michigan
$19K -$147K -4,314 -89%
AIL
777
AGF Investments LLC
Ontario, Canada
$19K – – –
HCM
778
Horrell Capital Management
Arkansas
$17K – – –
WAS
779
Winch Advisory Services
Wisconsin
$17K +$3.65K +107 +29%
SIM
780
Sonora Investment Management
Arizona
$16K +$15.3K +450 New
LAS
781
Lloyd Advisory Services
Georgia
$16K +$15.9K +467 New
PA
782
Procyon Advisors
Connecticut
$13K +$7.29K +214 +142%
THWM
783
Taylor Hoffman Wealth Management
Virginia
$12K +$11.9K +350 New
HFA
784
HC Financial Advisors
California
$11K – – –
SIAS
785
Shine Investment Advisory Services
Colorado
$11K – – –
QI
786
QS Investors
New York
$11K +$545 +16 +6%
PCG
787
Private Capital Group
Connecticut
$10K -$39.7K -1,165 -80%
OFG
788
Oxford Financial Group
Indiana
$10K – – –
TPWA
789
TRUE Private Wealth Advisors
Oregon
$10K – – –
VCM
790
Versant Capital Management
Arizona
$10K – – –
MI
791
Markston International
New York
$7K – – –
HFM
792
Hartford Financial Management
Connecticut
$6K +$34 +1 +0.6%
MAM
793
Meeder Asset Management
Ohio
$5K -$9.98K -293 -65%
PCA
794
Providence Capital Advisors
North Carolina
$5K -$1.47K -43 -22%
HDIM
795
Hanson & Doremus Investment Management
Vermont
$5K – – –
TFA
796
Toth Financial Advisory
Virginia
$5K – – –
FWM
797
Filbrandt Wealth Management
Wisconsin
$5K +$5.11K +150 New
WA
798
WestEnd Advisors
North Carolina
$4.61K – – –
TL
799
TrueWealth LLC
Georgia
$4K – – –
MWA
800
MFA Wealth Advisors
Pennsylvania
$3.33K +$3.27K +96 New
30 31
32
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