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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
926
Pinnacle Wealth Planning Services
Ohio
$18K +$17.9K +480 New
FFA
927
Freedman Financial Associates
Massachusetts
$16K +$15.5K +416 New
BFO
928
Biltmore Family Office
North Carolina
$15K – – –
FCMT
929
Founders Capital Management (Texas)
Texas
$15K +$14.9K +400 New
M1FG
930
Mach-1 Financial Group
Arkansas
$15K +$15.2K +408 New
SFA
931
Semmax Financial Advisors
North Carolina
$14K +$12.1K +324 +720%
HFA
932
HC Financial Advisors
California
$12K – – –
OFG
933
Oxford Financial Group
Indiana
$12K – – –
AIL
934
AGF Investments LLC
Ontario, Canada
$11K -$9.68K -259 -48%
WAS
935
Winch Advisory Services
Wisconsin
$11K -$7.51K -201 -42%
PCG
936
Private Capital Group
Connecticut
$11K – – –
TPWA
937
TRUE Private Wealth Advisors
Oregon
$11K – – –
VCM
938
Versant Capital Management
Arizona
$11K – – –
HI
939
Hoey Investments
Pennsylvania
$11K +$10.5K +282 New
RDFA
940
Ritter Daniher Financial Advisory
Ohio
$11K +$10.8K +290 New
QI
941
QS Investors
New York
$11K +$10.9K +291 New
PAI
942
Pittenger & Anderson Inc
Nebraska
$10K +$9.34K +250 New
DAC
943
Dividend Assets Capital
South Carolina
$8K -$84.1K -2,250 -92%
MI
944
Markston International
New York
$8K – – –
PS
945
Planned Solutions
California
$8K – – –
IHWM
946
Iron Horse Wealth Management
Iowa
$8K +$7.66K +205 New
SFA
947
Stewardship Financial Advisors
Georgia
$8K +$7.85K +210 New
WA
948
WestEnd Advisors
North Carolina
$6.01K +$560 +15 +11%
MAM
949
Meeder Asset Management
Ohio
$6K -$187 -5 -3%
HDIM
950
Hanson & Doremus Investment Management
Vermont
$6K – – –
36 37
38
39 40