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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
901
Capital Analysts LLC
Pennsylvania
$16K – – –
HCM
902
Horrell Capital Management
Arkansas
$16K – – –
PWMG
903
Prestige Wealth Management Group
New Jersey
$16K – – –
PA
904
PSI Advisors
Florida
$16K – – –
TFA
905
Transamerica Financial Advisors
Florida
$16K – – –
LSA
906
Lansing Street Advisors
Pennsylvania
$16K +$201 +6 +1%
ADL
907
Asset Dedication LLC
California
$16K +$16.8K +500 New
M1FG
908
Mach-1 Financial Group
Arkansas
$14K – – –
TC
909
Tacita Capital
Ontario, Canada
$14K – – –
SWA
910
Sutton Wealth Advisors
Florida
$13K – – –
GA
911
GoalVest Advisory
New York
$13K -$548K -16,356 -98%
MTIC
912
Missouri Trust & Investment Company
Missouri
$11K -$8.38K -250 -42%
GM
913
GeoWealth Management
Illinois
$11K -$302 -9 -3%
WCAMG
914
Woodard & Company Asset Management Group
North Carolina
$10K -$1.94K -58 -16%
GI
915
GS Investments
Minnesota
$10K – – –
WAS
916
Winch Advisory Services
Wisconsin
$10K +$134 +4 +1%
AIL
917
AGF Investments LLC
Ontario, Canada
$10K +$1.24K +37 +13%
BWM
918
Baystate Wealth Management
Massachusetts
$9K -$49K -1,461 -83%
FM
919
Family Management
New York
$9K – – –
HI
920
Hoey Investments
Pennsylvania
$9K – – –
WA
921
WestEnd Advisors
North Carolina
$9K +$737 +22 +9%
ARMC
922
American Research & Management Company
Massachusetts
$8K -$13.4K -400 -60%
LCM
923
Logan Capital Management
Pennsylvania
$8K – – –
SWM
924
Selective Wealth Management
Virginia
$7K – – –
WAM
925
WFA Asset Management
Wisconsin
$6.46K +$6.84K +204 New
35 36
37
38 39