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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Mascoma Wealth Management
New Hampshire
$15.5K -$778 -25 -5%
PWMG
927
Prestige Wealth Management Group
New Jersey
$15.1K – – –
CAL
928
Capital Analysts LLC
Pennsylvania
$15K – – –
HCM
929
Horrell Capital Management
Arkansas
$15K – – –
GM
930
GeoWealth Management
Illinois
$15K +$5.13K +165 +50%
PA
931
PSI Advisors
Florida
$13.7K -$1.62K -52 -10%
SWA
932
Sutton Wealth Advisors
Florida
$12.5K – – –
CCA
933
Column Capital Advisors
Indiana
$12.3K +$12.5K +403 New
RFA
934
Register Financial Advisors
Georgia
$12.3K +$12.5K +402 New
MTIC
935
Missouri Trust & Investment Company
Missouri
$11K – – –
TRCT
936
Tower Research Capital (TRC)
New York
$10K -$33.4K -1,073 -77%
WAS
937
Winch Advisory Services
Wisconsin
$10K +$249 +8 +3%
CG
938
Cutler Group
California
$10K +$10.8K +346 New
MCI
939
MRP Capital Investments
Georgia
$9.92K +$10.1K +325 New
CWA
940
Clearview Wealth Advisors
Oregon
$9.2K -$62.4K -2,005 -87%
GI
941
GS Investments
Minnesota
$9.16K – – –
HI
942
Hoey Investments
Pennsylvania
$8.61K – – –
WA
943
WestEnd Advisors
North Carolina
$8.52K +$62 +2 +0.7%
FA
944
Fiduciary Alliance
South Carolina
$8.43K +$8.59K +276 New
BWP
945
Baldwin Wealth Partners
Massachusetts
$8.09K +$8.24K +265 New
WCAMG
946
Woodard & Company Asset Management Group
North Carolina
$7.63K -$1.83K -59 -19%
LCM
947
Logan Capital Management
Pennsylvania
$7.63K – – –
MSCM
948
McElhenny Sheffield Capital Management
Texas
$7.21K +$7.34K +236 New
AIA
949
Angeles Investment Advisors
California
$6.11K – – –
BL
950
Balentine LLC
Georgia
$6.11K – – –
36 37
38
39 40