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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
926
Winch Advisory Services
Wisconsin
$11.5K +$94 +3 +0.8%
CFSG
927
Community Financial Services Group
Vermont
$11.5K +$11.9K +379 New
ADL
928
Asset Dedication LLC
California
$10.6K +$11K +350 New
SC
929
Stance Capital
Massachusetts
$10.1K +$10.4K +333 New
GTAM
930
Global Trust Asset Management
Florida
$9.7K -$9.86K -315 -50%
OSAM
931
O'Shaughnessy Asset Management
Connecticut
$9.7K -$2.04K -65 -17%
M
932
MOTCO
Texas
$9.55K +$9.86K +315 New
SWIM
933
Smallwood Wealth Investment Management
New Jersey
$8.49K +$6.76K +216 +338%
CJ
934
Caitlin John
Michigan
$8K – – –
FCAS
935
First Command Advisory Services
Texas
$7.94K – – –
SR
936
Syntax Research
Florida
$7.73K – – –
WWM
937
Wolff Wiese Magana
California
$7.73K – – –
TRCT
938
Tower Research Capital (TRC)
New York
$6.22K +$6.42K +205 New
AIA
939
Angeles Investment Advisors
California
$6.06K – – –
SFG
940
Strive Financial Group
Indiana
$5K – – –
AI
941
Atomic Invest
New York
$4.94K +$5.13K +164 New
PB
942
Pinnacle Bancorp
Nebraska
$4.85K +$5.01K +160 New
MWA
943
Merkkuri Wealth Advisors
New York
$4.8K +$4.95K +158 New
AIM
944
Anchor Investment Management
South Carolina
$4.72K +$31 +1 +0.6%
LI
945
LRI Investments
Florida
$4.55K – – –
QCG
946
Quadrant Capital Group
Ohio
$4.55K – – –
RFS
947
Richardson Financial Services
Massachusetts
$4.46K – – –
MCM
948
Manchester Capital Management
Vermont
$4.37K – – –
VCM
949
Versant Capital Management
Arizona
$3.91K – – –
CT
950
Coastline Trust
Rhode Island
$3.79K -$12.5K -400 -76%
36 37
38
39 40