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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
351
FDx Advisors
Illinois
$203K +$203K +5,127 New
KA
352
Kovack Advisors
Florida
$201K -$2.93K -74 -1%
MWP
353
MYCIO Wealth Partners
Pennsylvania
$193K +$2.58K +65 +1%
CFSG
354
Community Financial Services Group
Vermont
$192K +$193K +4,868 New
CAL
355
Capital Advisors Ltd
Ohio
$169K – – –
ARMC
356
American Research & Management Company
Massachusetts
$160K +$149K +3,750 +1,250%
ST
357
Smithfield Trust
Pennsylvania
$155K -$7.92K -200 -5%
JFGIW
358
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K – – –
HPBT
359
High Point Bank & Trust
North Carolina
$150K – – –
RFA
360
Reilly Financial Advisors
California
$126K -$2.73K -69 -2%
PMFA
361
Plante Moran Financial Advisors
Michigan
$121K -$56.9K -1,435 -32%
SFSIG
362
San Francisco Sentry Investment Group
California
$117K – – –
AA
363
Apriem Advisors
California
$115K – – –
HCM
364
Horrell Capital Management
Arkansas
$106K – – –
MA
365
MCF Advisors
Kentucky
$98K -$15.8K -400 -14%
GT
366
Glenmede Trust
Pennsylvania
$98K – – –
TDC
367
Thompson Davis & Co
Virginia
$92K +$1.31K +33 +1%
FAM
368
Formidable Asset Management
Ohio
$87K – – –
MAM
369
Meeder Asset Management
Ohio
$85K +$3.37K +85 +4%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$83.4K -$78.2K -1,975 -48%
FWM
371
Focused Wealth Management
New York
$83K +$7.41K +187 +10%
CFA
372
Carroll Financial Associates
North Carolina
$71K – – –
JAM
373
JCIC Asset Management
Ontario, Canada
$63K +$63.4K +1,600 New
DBT
374
Dubuque Bank & Trust
Iowa
$51K -$250K -6,308 -83%
FHC
375
First Houston Capital
Texas
$43K – – –
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15
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