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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
326
Bank of Stockton
California
$668K +$358K +9,200 +115%
SG
327
Somerset Group
Minnesota
$667K – – –
WSFS
328
Wilmington Savings Fund Society
Delaware
$666K +$307K +7,884 +85%
PFPT
329
Pinnacle Financial Partners (Tennessee)
Tennessee
$665K -$5.84K -150 -0.9%
CIC
330
Chilton Investment Company
Connecticut
$661K – – –
SCA
331
STALEY CAPITAL ADVISERS
Pennsylvania
$660K -$11.7K -300 -2%
AWA
332
Arete Wealth Advisors
Illinois
$637K +$39.7K +1,019 +7%
FA
333
FDx Advisors
Illinois
$633K -$814K -20,926 -56%
SAM
334
Shamrock Asset Management
Texas
$630K +$419K +10,758 +197%
WT
335
Whittier Trust
California
$622K -$25.1K -645 -4%
PAS
336
Park Avenue Securities
New York
$621K +$406K +10,431 +188%
PA
337
Pinnacle Associates
New York
$613K -$65.5K -1,684 -10%
RVPG
338
Relative Value Partners Group
$602K +$603K +15,496 New
GA
339
Geneva Advisors
Illinois
$601K -$19.1K -490 -3%
NEPWA
340
New England Private Wealth Advisors
Massachusetts
$601K +$602K +15,459 New
CFA
341
Capstone Financial Advisors
Illinois
$592K +$42.3K +1,088 +8%
SBIA
342
Sheaff Brock Investment Advisors
Indiana
$591K +$592K +15,207 New
TWA
343
TCI Wealth Advisors
Arizona
$581K -$7.51K -193 -1%
AIA
344
Allegis Investment Advisors
Idaho
$581K +$582K +14,946 New
OIA
345
Optimum Investment Advisors
Illinois
$578K +$19K +488 +3%
BOTW
346
Bank of the West
California
$564K +$11.4K +293 +2%
NEAM
347
New England Asset Management
Connecticut
$550K – – –
HSA
348
HBK Sorce Advisory
Pennsylvania
$548K +$195 +5 +0%
LIA
349
LBMC Investment Advisors
Tennessee
$548K +$5.61K +144 +1%
AF
350
Aldebaran Financial
$544K +$2.3K +59 +0.4%
12 13
14
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