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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
376
Cue Advisory Services
Arizona
$337K +$3.19K +80 +1%
UFA
377
US Financial Advisors
Massachusetts
$330K +$22.5K +565 +7%
FA
378
FCG Advisors
New Jersey
$328K +$20.4K +512 +7%
GP
379
Girard Partners
Pennsylvania
$326K +$11.4K +287 +4%
CNFG
380
Creegan & Nassoura Financial Group
New Hampshire
$325K +$323K +8,110 New
TSWM
381
Triangle Securities Wealth Management
North Carolina
$316K +$31.3K +785 +11%
KA
382
Kovack Advisors
Florida
$308K +$2.19K +55 +0.7%
HTC
383
Haverford Trust Company
Pennsylvania
$308K +$306K +7,675 New
GWM
384
Gupta Wealth Management
California
$308K +$306K +7,686 New
IWMPD
385
Integrated Wealth Management (Palm Desert)
California
$308K +$307K +7,694 New
WT
386
Whittier Trust
California
$306K -$33.9K -850 -10%
NCM
387
Noesis Capital Mangement
Florida
$306K +$51.8K +1,300 +21%
VNA
388
VNBTrust National Association
Virginia
$297K – – –
ARMC
389
American Research & Management Company
Massachusetts
$293K +$79.7K +2,000 +38%
SWA
390
SFMG Wealth Advisors
Texas
$286K +$284K +7,131 New
AWA
391
ARS Wealth Advisors
Florida
$283K -$68.7K -1,723 -20%
OMC
392
Overbrook Management Corp
New York
$274K +$272K +6,835 New
BCA
393
Bernzott Capital Advisors
California
$273K – – –
HL
394
HeadInvest LLC
Maine
$273K +$3.79K +95 +1%
SMC
395
Smith, Moore & Co
Missouri
$271K +$3.98K +100 +2%
SFG
396
SNS Financial Group
Minnesota
$267K -$153K -3,850 -37%
TAM
397
Trust Asset Management
Texas
$266K – – –
FT
398
Fiduciary Trust
Massachusetts
$264K – – –
SIA
399
SeaBridge Investment Advisors
New Jersey
$261K +$259K +6,500 New
CL
400
CPWM LLC
Washington
$258K -$127K -3,176 -33%
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