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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
776
Moisand Fitzgerald Tamayo
Florida
$30K +$29.5K +819 New
WT
777
Washington Trust
Rhode Island
$29K -$15.3K -425 -35%
LDFR
778
Lehman & Derafelo Financial Resources
Pennsylvania
$29K – – –
LF
779
Lee Financial
Texas
$28K +$24.1K +670 +670%
AAMA
780
Advanced Asset Management Advisors
Ohio
$27K +$360 +10 +1%
ARMC
781
American Research & Management Company
Massachusetts
$26K – – –
OSAM
782
O'Shaughnessy Asset Management
Connecticut
$25K +$24.7K +686 New
SWA
783
Sutton Wealth Advisors
Florida
$24.5K – – –
BBA
784
Braun-Bostich & Associates
Pennsylvania
$24K – – –
AIM
785
Anchor Investment Management
South Carolina
$23.7K – – –
AIL
786
AGF Investments LLC
Ontario, Canada
$20K – – –
PMFA
787
Plante Moran Financial Advisors
Michigan
$20K +$252 +7 +1%
BBL
788
Beck Bode LLC
Massachusetts
$19K +$18.5K +515 New
TFS
789
TrustCore Financial Services
Tennessee
$18K -$16.7K -465 -48%
HCM
790
Horrell Capital Management
Arkansas
$18K – – –
WAS
791
Winch Advisory Services
Wisconsin
$18K +$216 +6 +1%
BFO
792
Biltmore Family Office
North Carolina
$15K -$6.91K -192 -32%
HFA
793
HC Financial Advisors
California
$11K – – –
OFG
794
Oxford Financial Group
Indiana
$11K – – –
PCG
795
Private Capital Group
Connecticut
$11K – – –
TPWA
796
TRUE Private Wealth Advisors
Oregon
$11K – – –
PCM
797
Prelude Capital Management
New York
$11K +$10.8K +300 New
QCG
798
Quadrant Capital Group
Ohio
$10K -$77.6K -2,157 -89%
VCM
799
Versant Capital Management
Arizona
$10K – – –
PS
800
Planned Solutions
California
$8K +$7.56K +210 New
30 31
32
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