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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
901
Islay Capital Management
Texas
$39K – – –
PK
902
Pflug Koory
Nebraska
$39K +$338 +10 +0.9%
BCPWM
903
Bradley & Co Private Wealth Management
Florida
$38K – – –
LWA
904
Lowe Wealth Advisors
Maryland
$37K – – –
BAM
905
Bellevue Asset Management
Washington
$37K +$102 +3 +0.3%
BA
906
Ballast Advisors
Minnesota
$37K +$372 +11 +1%
HVM
907
Harvest Volatility Management
Connecticut
$33K – – –
NEAM
908
New England Asset Management
Connecticut
$33K +$33.8K +1,000 New
PO
909
Private Ocean
California
$32K -$80.5K -2,378 -70%
CG
910
Cutler Group
California
$32K +$33.8K +1,000 New
CC
911
Corsicana & Co
Texas
$30K – – –
RG
912
Retirement Group
California
$28K -$7.07K -209 -20%
SAM
913
S.A. Mason
Michigan
$27K – – –
S
914
Surevest
California
$27K – – –
JWM
915
Janiczek Wealth Management
Colorado
$26K +$25.2K +746 New
LDFR
916
Lehman & Derafelo Financial Resources
Pennsylvania
$26K +$27.1K +800 New
HFS
917
Heritage Financial Services
Massachusetts
$26K +$27.6K +817 New
BHWM
918
Beaird Harris Wealth Management
Texas
$24K -$8.49K -251 -25%
EWM
919
Evermay Wealth Management
Virginia
$24K – – –
OFG
920
Oxford Financial Group
Indiana
$23K – – –
ARMC
921
American Research & Management Company
Massachusetts
$22K -$7.95K -235 -26%
AWM
922
AllSquare Wealth Management
New York
$21K -$43.5K -1,284 -67%
ME
923
McIlrath & Eck
Washington
$21K – – –
PMFA
924
Plante Moran Financial Advisors
Michigan
$21K +$1.76K +52 +9%
FA
925
Faithward Advisors
Pennsylvania
$21K +$15.7K +465 +258%
35 36
37
38 39