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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
376
Investment House LLC
California
$501K +$99.3K +2,535 +25%
AI
377
Atria Investments
North Carolina
$499K -$143K -3,638 -22%
SIG
378
Stanford Investment Group
California
$495K – – –
EAMA
379
EFG Asset Management (Americas)
Florida
$493K +$8.23K +210 +2%
BWP
380
Baldwin Wealth Partners
Massachusetts
$491K – – –
3AM
381
3D Asset Management
Connecticut
$489K +$6.74K +172 +1%
CAL
382
Capital Advisors Ltd
Ohio
$488K +$125K +3,196 +35%
MHS
383
M Holdings Securities
Oregon
$485K +$150K +3,828 +46%
SA
384
Strategic Advisors
New York
$481K -$38.7K -987 -8%
AMM
385
American Money Management
California
$471K +$1.96K +50 +0.4%
VA
386
Valmark Advisers
Ohio
$470K -$6.58K -168 -1%
BBA
387
BLB&B Advisors
Pennsylvania
$463K +$455K +11,605 New
LFG
388
LifePlan Financial Group
Ohio
$454K -$19.1K -487 -4%
MA
389
MCF Advisors
Kentucky
$452K +$433K +11,037 +3,679%
PWMAG
390
Pinnacle Wealth Management Advisory Group
New Jersey
$449K +$211K +5,375 +91%
IFAM
391
Institutional & Family Asset Management
Colorado
$443K -$295K -7,537 -40%
GJIC
392
Gamble Jones Investment Counsel
California
$440K +$107K +2,722 +33%
RCA
393
Rowland Carmichael Advisors
Arizona
$438K +$19.9K +508 +5%
IFA
394
Interactive Financial Advisors
Illinois
$427K -$77.4K -1,974 -16%
DOA
395
D'Orazio & Associates
Virginia
$424K -$268K -6,837 -39%
PNC
396
Park National Corp
Ohio
$423K – – –
SAM
397
Shamrock Asset Management
Texas
$421K -$253K -6,455 -38%
WP
398
WealthPLAN Partners
Nebraska
$412K +$835K +21,304 New
LNC
399
Lincoln National Corp
Pennsylvania
$408K +$19.4K +496 +5%
WTB
400
Washington Trust Bank
Washington
$408K +$108K +2,751 +37%
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