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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
801
Global Wealth Management Investment Advisory
Florida
$15K +$3.62K +97 +32%
WAS
802
Winch Advisory Services
Wisconsin
$14K +$13.7K +368 New
THWM
803
Taylor Hoffman Wealth Management
Virginia
$13K – – –
MWM
804
Maltin Wealth Management
New Jersey
$13K +$12.8K +342 New
SIAS
805
Shine Investment Advisory Services
Colorado
$12K – – –
HFM
806
Hartford Financial Management
Connecticut
$11K – – –
VCM
807
Versant Capital Management
Arizona
$11K – – –
VCM
808
Vigilant Capital Management
Maine
$11K – – –
CWM
809
Cedar Wealth Management
California
$11K +$10.9K +292 New
TPWA
810
TRUE Private Wealth Advisors
Oregon
$11K +$11.6K +310 New
SC
811
Stratford Consulting
Texas
$10K +$9.92K +266 New
MFT
812
Moisand Fitzgerald Tamayo
Florida
$10K +$10.1K +271 New
AIL
813
AGF Investments LLC
Ontario, Canada
$9K -$8.47K -227 -50%
CAGAS
814
Capital Advisory Group Advisory Services
Minnesota
$9K -$4.07K -109 -32%
QI
815
QS Investors
New York
$9K +$970 +26 +13%
DY
816
Dowling & Yahnke
California
$9K +$8.95K +240 New
HIM
817
HawsGoodwin Investment Management
Tennessee
$9K +$9.14K +245 New
ACM
818
Allred Capital Management
Texas
$8.64K +$8.58K +230 New
MI
819
Markston International
New York
$8K – – –
IA
820
Independence Advisors
Pennsylvania
$7K +$6.98K +187 New
HDIM
821
Hanson & Doremus Investment Management
Vermont
$6K +$5.71K +153 New
QAM
822
QCI Asset Management
New York
$5K – – –
TFA
823
Toth Financial Advisory
Virginia
$5K – – –
AA
824
Argent Advisors
Louisiana
$5K +$5.18K +139 New
WA
825
WestEnd Advisors
North Carolina
$4.81K – – –
31 32
33
34 35