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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
851
Wells Financial Advisors
Massachusetts
$111K +$108K +2,880 New
CA
852
Clearstead Advisors
Ohio
$107K +$7.21K +193 +7%
LGA
853
Lebenthal Global Advisors
New York
$105K +$102K +2,732 New
DA
854
DCM Advisors
New York
$103K +$100K +2,675 New
TI
855
Truehand Inc
New Hampshire
$100K – – –
FRA
856
Front Row Advisors
California
$97K +$5.61K +150 +6%
WEC
857
Winslow Evans & Crocker
Massachusetts
$95K +$92.6K +2,479 New
TLFA
858
True Link Financial Advisors
California
$93K +$31.4K +841 New
BFEC
859
Benjamin F. Edwards & Company
Missouri
$90K +$9.6K +257 +12%
VBCG
860
Valley Brook Capital Group
Pennsylvania
$90K +$87.8K +2,350 New
TIAM2
861
Tru Independence Asset Management 2
Oregon
$88K +$85.3K +2,283 New
MFT
862
Moisand Fitzgerald Tamayo
Florida
$85K +$51.7K +1,384 +169%
EIP
863
Ellis Investment Partners
Pennsylvania
$84K +$34.2K +916 +72%
LF
864
Lee Financial
Texas
$83K +$52.1K +1,395 +181%
CWA
865
Clearview Wealth Advisors
Oregon
$82K +$79.8K +2,136 New
SIM
866
Sonora Investment Management
Arizona
$79K +$18.7K +500 +32%
AWG
867
Altus Wealth Group
Colorado
$77K +$74.5K +1,995 New
KCM
868
Kathmere Capital Management
Pennsylvania
$76K -$2.8K -75 -4%
PCA
869
Providence Capital Advisors
North Carolina
$76K +$68K +1,821 +1,301%
FCH
870
Freestone Capital Holdings
Washington
$73.2K – – –
BWM
871
Baystate Wealth Management
Massachusetts
$73K +$2.62K +70 +4%
SWM
872
Sugarloaf Wealth Management
Georgia
$72K – – –
EW
873
Element Wealth
Mississippi
$72K +$934 +25 +1%
HI
874
Hudock Inc
Pennsylvania
$71K -$7.03K -188 -9%
CWC
875
Carolinas Wealth Consulting
North Carolina
$70K +$934 +25 +1%
33 34
35
36 37