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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
901
Faithward Advisors
Pennsylvania
$25.4K – – –
KFS
902
Kelly Financial Services
Massachusetts
$25K +$591 +19 +2%
JWM
903
Janiczek Wealth Management
Colorado
$24.2K – – –
SAM
904
S.A. Mason
Michigan
$22.6K – – –
EWM
905
Evermay Wealth Management
Virginia
$22.1K – – –
HPC
906
HM Payson & Co
Maine
$21.4K -$62.2K -2,000 -74%
OFG
907
Oxford Financial Group
Indiana
$21.4K – – –
WHG
908
Westwood Holdings Group
Texas
$21K +$21.8K +700 New
RFA
909
Resurgent Financial Advisors
Georgia
$20.9K +$21.3K +684 New
PMFA
910
Plante Moran Financial Advisors
Michigan
$20.1K -$20.5K -658 -50%
AFS
911
Annapolis Financial Services
Maryland
$20.1K +$20.4K +657 New
AWM
912
AllSquare Wealth Management
New York
$19.3K – – –
RG
913
Retirement Group
California
$19K +$13.7K +440 +265%
BONH
914
Bank of New Hampshire
New Hampshire
$19K +$19.5K +628 New
NECFA
915
New England Capital Financial Advisors
Connecticut
$18.9K +$17.8K +573 New
CFB
916
Cullen/Frost Bankers
Texas
$18.3K -$249K -8,000 -93%
CBT
917
CoreFirst Bank & Trust
Kansas
$18.3K – – –
S
918
SignatureFD
Georgia
$18.3K +$1.4K +45 +8%
CAS
919
Coppell Advisory Solutions
Texas
$17.2K +$17.5K +563 New
CASC
920
Coppell Advisory Solutions Corp
Texas
$17.2K +$17.5K +563 New
LS
921
Leelyn Smith
Illinois
$16.8K +$280 +9 +2%
BAM
922
Byrne Asset Management
New Jersey
$16K – – –
TFA
923
Transamerica Financial Advisors
Florida
$16K – – –
BWL
924
Bogart Wealth LLC
Virginia
$15.7K – – –
MWM
925
Mascoma Wealth Management
New Hampshire
$15.5K -$778 -25 -5%
35 36
37
38 39