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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
426
Liberty Capital Management
Michigan
$684K +$267K +7,846 +66%
SRC
427
Sage Rhino Capital
California
$681K +$80.7K +2,369 +14%
SCM
428
Stonehearth Capital Management
Massachusetts
$677K +$45.8K +1,344 +8%
PCM
429
Parsons Capital Management
Rhode Island
$677K -$417K -12,250 -39%
SFS
430
Sowell Financial Services
Arkansas
$676K +$23.6K +692 +4%
KA
431
Kovack Advisors
Florida
$671K +$16.3K +478 +3%
RWP
432
RWA Wealth Partners
Massachusetts
$667K -$70.5K -2,069 -10%
PFC
433
Phocas Financial Corp
California
$667K – – –
CAGAS
434
Capital Advisory Group Advisory Services
Minnesota
$663K +$652K +19,126 +95,630%
CCA
435
Checchi Capital Advisers
California
$656K – – –
SFP
436
Shepherd Financial Partners
Massachusetts
$655K -$4.81M -141,028 -88%
EGA
437
E&G Advisors
Texas
$655K +$30.7K +900 +5%
BB
438
Bell Bank
North Dakota
$652K – – –
I
439
IberiaBank
Louisiana
$651K -$129K -3,780 -17%
RG
440
Rathbones Group
United Kingdom
$649K +$76.8K +2,255 +14%
AFS
441
Aft Forsyth & Sober
Florida
$648K +$230K +6,750 +56%
BCA
442
Bay Colony Advisors
Massachusetts
$647K +$94.9K +2,784 +18%
OIA
443
Optimum Investment Advisors
Illinois
$644K – – –
WP
444
WealthShield Partners
North Carolina
$643K -$38.9K -1,142 -6%
WPW
445
Waldron Private Wealth
Pennsylvania
$642K -$5.18K -152 -0.8%
TWM
446
Titus Wealth Management
California
$633K -$905K -26,552 -59%
TNBTD
447
Trustmark National Bank Trust Department
Mississippi
$633K -$24.1K -708 -4%
CANC
448
Culbertson A N & Co
Virginia
$633K +$75K +2,200 +14%
GIA
449
Granite Investment Advisors
New Hampshire
$624K – – –
FHA
450
First Horizon Advisors
Tennessee
$619K -$189K -5,553 -24%
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18
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