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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
426
First Nebraska Trust
Nebraska
$601K – – –
ZB
427
Zions Bancorporation
Utah
$598K -$26.2K -683 -4%
SG
428
Somerset Group
Minnesota
$598K – – –
LS
429
Lattice Strategies
Pennsylvania
$594K -$8.83K -230 -1%
ZIM
430
Zacks Investment Management
Illinois
$590K +$595K +15,508 New
IBOK
431
Independence Bank of Kentucky
Kentucky
$584K +$589K +15,340 New
BHB
432
Bank Hapoalim BM
Israel
$582K – – –
FIM
433
Fernwood Investment Management
Massachusetts
$572K +$69K +1,798 +14%
THWM
434
Taylor Hoffman Wealth Management
Virginia
$570K +$575K +14,985 New
SCA
435
Sage Capital Advisors
South Dakota
$566K -$72.2K -1,880 -11%
WCWM
436
Wooster Corthell Wealth Management
Connecticut
$563K +$129K +3,370 +30%
KP
437
Keel Point
Alabama
$561K -$2.25M -58,688 -80%
AIA
438
Allegis Investment Advisors
Idaho
$556K +$18.9K +492 +3%
FFS
439
Founders Financial Securities
Maryland
$551K -$40.7K -1,060 -7%
EWM
440
Evermay Wealth Management
Virginia
$549K +$554K +14,420 New
HCA
441
Harbour Capital Advisors
Virginia
$548K – – –
CLOS
442
Compagnie Lombard Odier SCmA
Switzerland
$547K – – –
BAC
443
Boys Arnold & Co
North Carolina
$538K -$10.7K -278 -2%
SSW
444
Smith Shellnut Wilson
Mississippi
$537K -$11.7K -305 -2%
RG
445
Rathbones Group
United Kingdom
$528K – – –
CWM
446
Cornerstone Wealth Management
Missouri
$528K +$6.37K +166 +1%
CFG
447
Citizens Financial Group
Rhode Island
$524K +$235K +6,125 +80%
LWAC
448
Laurel Wealth Advisors (California)
California
$523K -$12.7K -332 -2%
LA
449
LVW Advisors
New York
$523K +$4.88K +127 +0.9%
MWM
450
Meridian Wealth Management
Kentucky
$518K +$1.46K +38 +0.3%
16 17
18
19 20