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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Coastline Trust
Rhode Island
$13.7K – – –
GWANC
1002
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.2K -$18.8K -575 -60%
RI
1003
Ridgewood Investments
New Jersey
$12.1K – – –
MSWA
1004
Marshall & Sterling Wealth Advisors
New York
$11.5K +$12K +367 New
AWM
1005
AllSquare Wealth Management
New York
$11.3K – – –
WAS
1006
Winch Advisory Services
Wisconsin
$11.1K +$229 +7 +2%
NECFA
1007
New England Capital Financial Advisors
Connecticut
$10.9K +$229 +7 +2%
CCM
1008
Chilton Capital Management
Texas
$10.1K -$718 -22 -6%
GM
1009
GeoWealth Management
Illinois
$9.84K +$10.2K +313 New
NFSG
1010
Newbridge Financial Services Group
Florida
$9.75K +$10.1K +310 New
GI
1011
GS Investments
Minnesota
$9.43K – – –
CWM
1012
Crowley Wealth Management
Delaware
$9.43K +$9.79K +300 New
KIM
1013
Kestra Investment Management
Texas
$8.65K +$8.98K +275 New
CJ
1014
Caitlin John
Michigan
$8.39K -$1.76K -54 -17%
AIP
1015
Ameritas Investment Partners
Nebraska
$7.92K +$8.23K +252 New
TIM
1016
Thompson Investment Management
Wisconsin
$7.86K – – –
FP
1017
Financial Perspectives
Minnesota
$7.29K – – –
FF
1018
Friedenthal Financial
New Jersey
$6.79K -$4.31M -131,852 -100%
BAM
1019
Bellevue Asset Management
Washington
$6.29K -$19.3K -591 -75%
AIA
1020
Angeles Investment Advisors
California
$6.29K – – –
OSNBOA
1021
Old Second National Bank of Aurora
Illinois
$6.13K +$6.37K +195 New
TRCT
1022
Tower Research Capital (TRC)
New York
$5.72K -$49.3K -1,511 -89%
PWM
1023
Parkworth Wealth Management
California
$5.69K +$5.91K +181 New
RFS
1024
Richardson Financial Services
Massachusetts
$5.47K -$18K -552 -76%
CPG
1025
Cornerstone Planning Group
New Jersey
$5.32K +$98 +3 +2%
39 40
41
42 43