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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
401
Caprock Group
Idaho
$459K -$823K -21,658 -64%
BWP
402
Baldwin Wealth Partners
Massachusetts
$458K – – –
UF
403
Univest Financial
Pennsylvania
$455K – – –
AC
404
Abbrea Capital
California
$455K +$464K +12,215 New
PFPT
405
Pinnacle Financial Partners (Tennessee)
Tennessee
$454K -$208K -5,477 -31%
BWFM
406
Bridgewater Wealth & Financial Management
Maryland
$449K -$155K -4,069 -25%
EAM
407
Edge Asset Management
Washington
$447K -$190K -5,000 -29%
IHL
408
Investment House LLC
California
$444K -$48.1K -1,265 -10%
AIP
409
Almanack Investment Partners
Pennsylvania
$444K +$454K +11,943 New
LNC
410
Lincoln National Corp
Pennsylvania
$443K +$10.1K +267 +2%
MWAC
411
Mariner Wealth Advisors (Cincinnati)
Ohio
$442K -$171K -4,498 -27%
BTIS
412
BB&T Investment Services
North Carolina
$442K +$452K +11,902 New
VA
413
Valmark Advisers
Ohio
$436K – – –
CAM
414
Carret Asset Management
New York
$435K +$192K +5,060 +76%
BA
415
BKS Advisors
Michigan
$433K +$144K +3,800 +48%
GP
416
Girard Partners
Pennsylvania
$431K +$44.4K +1,169 +11%
CCT
417
Capital City Trust
Florida
$431K +$76.6K +2,015 +21%
CL
418
Choreo LLC
Illinois
$425K -$152K -3,991 -26%
PWMAG
419
Pinnacle Wealth Management Advisory Group
New Jersey
$425K -$19K -500 -4%
FFS
420
Founders Financial Securities
Maryland
$422K +$64K +1,684 +17%
WP
421
WealthSource Partners
California
$421K -$724K -19,052 -63%
IFA
422
Interactive Financial Advisors
Illinois
$418K -$69.2K -1,822 -14%
DCM
423
Delta Capital Management
New Jersey
$417K -$125K -3,300 -23%
IFAM
424
Institutional & Family Asset Management
Colorado
$417K +$24.6K +648 +6%
FWSM
425
First Wilshire Securities Management
California
$417K +$201K +5,300 +90%
15 16
17
18 19