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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
326
D'Orazio & Associates
Virginia
$681K -$258K -6,742 -28%
AIM
327
Aspen Investment Management
Michigan
$681K +$38 +1 +0%
BWFM
328
Bridgewater Wealth & Financial Management
Maryland
$675K +$661K +17,303 New
PFPT
329
Pinnacle Financial Partners (Tennessee)
Tennessee
$674K +$5.73K +150 +0.9%
SG
330
Somerset Group
Minnesota
$670K – – –
OC
331
Oakworth Capital
Alabama
$667K -$127K -3,322 -16%
SAM
332
Shamrock Asset Management
Texas
$665K +$31K +811 +5%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$650K -$13.4K -350 -2%
PA
334
Pinnacle Associates
New York
$648K +$31.8K +831 +5%
AWMS
335
Advocacy Wealth Management Services
Georgia
$639K +$282K +7,368 +82%
HCA
336
Harbour Capital Advisors
Virginia
$637K -$67.9K -1,775 -10%
SBIA
337
Sheaff Brock Investment Advisors
Indiana
$637K +$42.5K +1,113 +7%
AI
338
Atria Investments
North Carolina
$633K -$5.93M -155,171 -91%
BOS
339
Bank of Stockton
California
$617K -$53.5K -1,400 -8%
NEPWA
340
New England Private Wealth Advisors
Massachusetts
$604K +$153 +4 +0%
RVPG
341
Relative Value Partners Group
$602K – – –
WAS
342
WESPAC Advisors SoCal
California
$596K +$345K +9,030 +145%
CFA
343
Capstone Financial Advisors
Illinois
$594K – – –
CL
344
CPWM LLC
Washington
$589K -$214K -5,604 -27%
LIA
345
LBMC Investment Advisors
Tennessee
$580K +$29.1K +761 +5%
LWAC
346
Laurel Wealth Advisors (California)
California
$580K +$76.8K +2,010 +16%
NEAM
347
New England Asset Management
Connecticut
$553K – – –
ST
348
Smithfield Trust
Pennsylvania
$532K +$98.4K +2,575 +23%
AF
349
Aldebaran Financial
$522K -$22.1K -579 -4%
YP
350
Yellowstone Partners
Idaho
$519K +$195K +5,096 +62%
12 13
14
15 16