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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
976
Wells Financial Advisors
Massachusetts
$13.2K +$12.8K +397 New
RI
977
Ridgewood Investments
New Jersey
$12.8K – – –
AWM
978
AllSquare Wealth Management
New York
$11.9K – – –
WAS
979
Winch Advisory Services
Wisconsin
$11.5K +$161 +5 +1%
CCM
980
Chilton Capital Management
Texas
$11.4K -$9.78K -304 -47%
NECFA
981
New England Capital Financial Advisors
Connecticut
$11.3K +$161 +5 +1%
CJ
982
Caitlin John
Michigan
$10.5K +$64 +2 +0.6%
MRCM
983
M&R Capital Management
New Jersey
$9.97K -$20.9K -650 -68%
BL
984
BFSG LLC
California
$9.97K – – –
GI
985
GS Investments
Minnesota
$9.97K – – –
TIM
986
Thompson Investment Management
Wisconsin
$8.31K – – –
FP
987
Financial Perspectives
Minnesota
$7.71K – – –
PS
988
Planned Solutions
California
$7.64K +$7.4K +230 New
AIA
989
Angeles Investment Advisors
California
$6.65K – – –
MLA
990
MB, Levis & Associates
Pennsylvania
$5.55K – – –
CPG
991
Cornerstone Planning Group
New Jersey
$5.34K +$64 +2 +1%
VWM
992
Venturi Wealth Management
Texas
$5.28K – – –
BCMLT
993
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.22K – – –
AIM
994
Anchor Investment Management
South Carolina
$5.01K +$32 +1 +0.7%
QCG
995
Quadrant Capital Group
Ohio
$4.99K – – –
LI
996
LRI Investments
Florida
$4.89K – – –
CB
997
CNB Bank
Pennsylvania
$4.65K – – –
PSB
998
Piscataqua Savings Bank
New Hampshire
$4.45K – – –
VCM
999
Versant Capital Management
Arizona
$4.29K -$7.37K -229 -64%
HI
1000
Horizon Investments
North Carolina
$3.92K +$1.67K +52 +78%
38 39
40
41 42