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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
326
First Financial Bank - Trust Division
Ohio
$917K -$34.7K -980 -4%
MC
327
Moors & Cabot
Massachusetts
$914K +$43.4K +1,225 +5%
SBWM
328
Sunflower Bank Wealth Management
Arizona
$911K -$42.9K -1,210 -4%
KWA
329
KCS Wealth Advisory
California
$909K +$452K +12,759 +92%
AWM
330
AE Wealth Management
Kansas
$906K -$1.25M -35,178 -57%
FB
331
Fulton Bank
Pennsylvania
$892K – – –
SCG
332
Sonata Capital Group
Washington
$883K – – –
SMC
333
Smith, Moore & Co
Missouri
$872K -$9.03K -255 -1%
HI
334
Horizon Investments
North Carolina
$867K -$93K -2,625 -9%
SFA
335
Sequoia Financial Advisors
Ohio
$865K -$29.6K -836 -3%
OIM
336
Opus Investment Management
Massachusetts
$865K +$257K +7,268 +40%
CAM
337
Cresset Asset Management
Illinois
$861K +$891K +25,148 New
BRWM
338
B. Riley Wealth Management
Tennessee
$858K +$632K +17,856 +248%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$852K -$1.12M -31,725 -56%
NA
340
Nottingham Advisors
New York
$850K – – –
FWIA
341
Fort Washington Investment Advisors
Ohio
$849K -$31.9K -902 -4%
TA
342
TCG Advisors
Texas
$837K +$866K +24,444 New
ACP
343
Aviance Capital Partners
Florida
$827K -$181K -5,119 -17%
MCM
344
MV Capital Management
Maryland
$816K -$871K -24,598 -51%
CAM
345
Carret Asset Management
New York
$813K -$183K -5,179 -18%
HTC
346
Haverford Trust Company
Pennsylvania
$809K +$40.7K +1,150 +5%
ECG
347
Edge Capital Group
Georgia
$805K +$833K +23,530 New
GWM
348
Greenwich Wealth Management
Connecticut
$804K -$812K -22,910 -49%
LS
349
Lattice Strategies
Pennsylvania
$802K +$208K +5,880 +34%
GPA
350
Guidance Point Advisors
Massachusetts
$802K +$943K +26,630 New
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14
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