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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
826
WealthBridge Capital Management
Ohio
$215K -$4.82K -153 -2%
ZIM
827
Zacks Investment Management
Illinois
$215K +$2.55K +81 +1%
NP
828
NorthRock Partners
Minnesota
$214K -$355K -11,289 -63%
TSWM
829
Tyler-Stone Wealth Management
Ohio
$212K -$44.9K -1,427 -17%
BLC
830
Brown, Lisle/Cummings
Rhode Island
$211K +$7.96K +253 +4%
IC
831
IEQ Capital
California
$210K +$209K +6,641 New
MIM
832
Moseley Investment Management
Florida
$209K -$2.96K -94 -1%
HCA
833
Harbour Capital Advisors
Virginia
$209K +$7.87K +250 +4%
WMA
834
Wealth Management Associates
New Jersey
$208K – – –
SFP
835
Sandbox Financial Partners
Maryland
$207K +$206K +6,557 New
EA
836
Everpar Advisors
Oklahoma
$205K – – –
GVAG
837
Great Valley Advisor Group
Delaware
$205K -$39.2K -1,244 -16%
RT
838
Rockland Trust
Massachusetts
$204K – – –
JIR
839
James Investment Research
Ohio
$202K +$202K +6,416 New
AA
840
Alesco Advisors
New York
$202K – – –
WIA
841
World Investment Advisors
California
$201K +$200K +6,356 New
JEST
842
JTC Employer Solutions Trustee
Jersey
$196K +$50.4K +1,600 +35%
NEAM
843
New England Asset Management
Connecticut
$189K +$189K +6,000 New
CA
844
Continuum Advisory
Idaho
$187K -$8.63K -274 -4%
PCFFS
845
Pacific Center for Financial Services
California
$179K +$2.68K +85 +2%
FWA
846
FSC Wealth Advisors
New York
$176K +$176K +5,578 New
ZB
847
Zions Bancorporation
Utah
$174K +$173K +5,500 New
CA
848
Clearstead Advisors
Ohio
$173K +$25.3K +804 +17%
HT
849
Headlands Technologies
Illinois
$173K +$40K +1,272 +30%
WAM
850
Wolverine Asset Management
Illinois
$170K +$167K +5,300 +5,300%
32 33
34
35 36