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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
376
HM Payson & Co
Maine
$710K -$17.1K -440 -2%
WP
377
WealthSource Partners
California
$703K -$124K -3,179 -15%
RSA
378
Robertson Stephens Advisors
California
$682K -$151K -3,874 -18%
LS
379
Lattice Strategies
Pennsylvania
$670K +$34.1K +875 +5%
HA
380
Hays Advisory
Tennessee
$660K -$61.2K -1,572 -9%
BC
381
Brinker Capital
Pennsylvania
$654K +$3.58K +92 +0.6%
BA
382
BKS Advisors
Michigan
$650K +$125K +3,200 +24%
AIM
383
Aspen Investment Management
Michigan
$649K – – –
I
384
IberiaBank
Louisiana
$645K +$44.2K +1,135 +7%
ZB
385
Zions Bancorporation
Utah
$641K -$434K -11,155 -41%
UB
386
UMB Bank
Missouri
$641K -$12.8K -328 -2%
SS
387
Simplicity Solutions
Minnesota
$638K +$226K +5,819 +56%
SCA
388
STALEY CAPITAL ADVISERS
Pennsylvania
$633K – – –
JWA
389
JFS Wealth Advisors
Pennsylvania
$620K -$67.9K -1,745 -10%
SG
390
Somerset Group
Minnesota
$615K – – –
GRP
391
Global Retirement Partners
California
$610K +$335K +8,599 +123%
LNC
392
Lincoln National Corp
Pennsylvania
$608K -$19.9K -512 -3%
FNT
393
First Nebraska Trust
Nebraska
$606K +$109K +2,800 +22%
SCA
394
Sage Capital Advisors
South Dakota
$603K +$599K +15,388 New
RG
395
Rathbones Group
United Kingdom
$594K – – –
FWSM
396
First Wilshire Securities Management
California
$591K – – –
HCA
397
Harbour Capital Advisors
Virginia
$590K -$12.6K -325 -2%
CWM
398
Concert Wealth Management
California
$588K -$303K -7,789 -34%
AIA
399
Allegis Investment Advisors
Idaho
$588K +$585K +15,023 New
CB
400
Chemical Bank
Michigan
$584K +$87.6K +2,252 +18%
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16
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