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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
851
Moseley Investment Management
Florida
$237K -$97.6K -2,655 -29%
CF
852
Clarity Financial
Texas
$236K -$57.2M -1,555,345 -100%
ACM
853
Avalon Capital Management
California
$236K +$256K +6,960 New
WSTAM
854
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$16.9K -460 -6%
HIMC
855
Heritage Investors Management Corp
Maryland
$235K – – –
CSPAM
856
Cary Street Partners Asset Management
Virginia
$231K +$233K +6,345 New
SWM
857
Sugarloaf Wealth Management
Georgia
$230K -$70.3K -1,911 -23%
SAM
858
Summit Asset Management
Tennessee
$229K +$232K +6,297 New
TSWM
859
Tyler-Stone Wealth Management
Ohio
$227K -$19.1K -519 -8%
SWM
860
Segment Wealth Management
Texas
$227K – – –
FHA
861
Flagship Harbor Advisors
Massachusetts
$226K +$9.01K +245 +4%
FPAS
862
Focus Partners Advisor Solutions
Missouri
$226K +$229K +6,215 New
FCM
863
Fortis Capital Management
Washington
$224K +$227K +6,160 New
JWCA
864
J.W. Coons Advisors
Ohio
$223K – – –
RRA
865
Round Rock Advisors
Connecticut
$223K – – –
NGA
866
Naples Global Advisors
Florida
$223K +$22.8K +620 +11%
WWMSC
867
Wagner Wealth Management (South Carolina)
South Carolina
$222K +$78.8K +2,142 +55%
COF
868
Capital One Financial
Virginia
$220K -$855K -23,266 -79%
IWP
869
Innova Wealth Partners
Pennsylvania
$220K – – –
LRWA
870
Long Run Wealth Advisors
New York
$220K +$184 +5 +0.1%
CS
871
Comerica Securities
Michigan
$219K +$221K +6,021 New
BCP
872
Berkeley Capital Partners
Georgia
$218K +$1.4K +38 +0.6%
HIF
873
Hill Island Financial
Michigan
$217K -$6.32K -172 -3%
LWMG
874
Levy Wealth Management Group
Pennsylvania
$215K +$1.25K +34 +0.6%
BWM
875
Birchcreek Wealth Management
Ohio
$213K -$9.12K -248 -4%
33 34
35
36 37