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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
901
American Research & Management Company
Massachusetts
$27K – – –
OFG
902
Oxford Financial Group
Indiana
$27K +$15.2K +400 +133%
OSAM
903
O'Shaughnessy Asset Management
Connecticut
$26K – – –
SWA
904
Sutton Wealth Advisors
Florida
$25.8K – – –
SWA
905
SOA Wealth Advisors
New York
$25K – – –
AIM
906
Anchor Investment Management
South Carolina
$25K – – –
CBT
907
CoreFirst Bank & Trust
Kansas
$23K – – –
TCWM
908
Total Clarity Wealth Management
Illinois
$23K +$22.3K +588 New
GLLW
909
Graves Light Lenhart Wealth
Virginia
$22K – – –
SQA
910
Simon Quick Advisors
New Jersey
$22K +$3.79K +100 +20%
PMFA
911
Plante Moran Financial Advisors
Michigan
$21K +$152 +4 +0.7%
MWM
912
Mascoma Wealth Management
New Hampshire
$20K +$20.2K +532 New
HCM
913
Horrell Capital Management
Arkansas
$19K – – –
EP
914
Eudaimonia Partners
Tennessee
$18K +$17.8K +468 New
TC
915
Tacita Capital
Ontario, Canada
$17K -$4.36K -115 -20%
FFA
916
Freedman Financial Associates
Massachusetts
$16K – – –
M1FG
917
Mach-1 Financial Group
Arkansas
$15K – – –
HFA
918
HC Financial Advisors
California
$12K – – –
EWM
919
Elmwood Wealth Management
California
$12K +$11.4K +300 New
AIL
920
AGF Investments LLC
Ontario, Canada
$11K – – –
HI
921
Hoey Investments
Pennsylvania
$11K – – –
PCG
922
Private Capital Group
Connecticut
$11K – – –
QI
923
QS Investors
New York
$11K – – –
RDFA
924
Ritter Daniher Financial Advisory
Ohio
$11K – – –
WAS
925
Winch Advisory Services
Wisconsin
$11K +$114 +3 +1%
35 36
37
38 39