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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1026
Missouri Trust & Investment Company
Missouri
$32K +$31.1K +800 New
S
1027
Surevest
California
$32K +$31.7K +815 New
CWP
1028
Concord Wealth Partners
Virginia
$31K +$30.4K +782 New
PA
1029
PSI Advisors
Florida
$30K – – –
EWM
1030
Evermay Wealth Management
Virginia
$29K – – –
OFG
1031
Oxford Financial Group
Indiana
$28K – – –
OSAM
1032
O'Shaughnessy Asset Management
Connecticut
$27K – – –
CG
1033
Cutler Group
California
$27K +$3.89K +100 +17%
HI
1034
Hudock Inc
Pennsylvania
$26K -$2.02K -52 -7%
AIM
1035
Anchor Investment Management
South Carolina
$25.6K – – –
CBT
1036
CoreFirst Bank & Trust
Kansas
$24K – – –
WBC
1037
West Branch Capital
Massachusetts
$23K -$18.3K -472 -45%
HR
1038
Howe & Rusling
New York
$23K – – –
SQA
1039
Simon Quick Advisors
New Jersey
$23K – – –
PMFA
1040
Plante Moran Financial Advisors
Michigan
$23K +$311 +8 +1%
GLLW
1041
Graves Light Lenhart Wealth
Virginia
$22K – – –
MWM
1042
Mascoma Wealth Management
New Hampshire
$21K – – –
BAM
1043
Byrne Asset Management
New Jersey
$21K +$20.4K +525 New
CAL
1044
Capital Analysts LLC
Pennsylvania
$20K -$46.6K -1,199 -71%
HCM
1045
Horrell Capital Management
Arkansas
$20K – – –
TC
1046
Tacita Capital
Ontario, Canada
$18K – – –
SWA
1047
Sutton Wealth Advisors
Florida
$16.2K -$10.1K -260 -39%
FFA
1048
Freedman Financial Associates
Massachusetts
$16K – – –
TCWM
1049
Total Clarity Wealth Management
Illinois
$16K – – –
DWP
1050
Destiny Wealth Partners
Florida
$16K +$15.5K +400 New
40 41
42
43 44