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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
451
LBA Wealth Management
Florida
$83K +$22.7K +580 +37%
AWM
452
AllSquare Wealth Management
New York
$79K -$2.42K -62 -3%
MAM
453
Meeder Asset Management
Ohio
$78K -$5.08K -130 -6%
JIC
454
Joel Isaacson & Co
New York
$71K +$32.8K +838 +84%
JAM
455
JCIC Asset Management
Ontario, Canada
$62K – – –
PFBT
456
Parkside Financial Bank & Trust
Missouri
$59K +$59.3K +1,516 New
PCTC
457
Perkins Coie Trust Company
Washington
$58K – – –
CCS
458
Crosspoint Capital Strategies
California
$58K +$59K +1,510 New
OSNBOA
459
Old Second National Bank of Aurora
Illinois
$53K – – –
DBT
460
Dubuque Bank & Trust
Iowa
$49K -$11.1K -284 -18%
VNA
461
Valley National Advisers
Pennsylvania
$47K +$39.1K +1,000 +439%
GT
462
Glenmede Trust
Pennsylvania
$44K +$40.9K +1,046 +918%
DLHL
463
Donald L. Hagan LLC
Florida
$42K +$42.6K +1,090 New
PSUF
464
People's United Financial
Connecticut
$41K – – –
VIA
465
Vantage Investment Advisors
Pennsylvania
$40K – – –
SIG
466
Stanford Investment Group
California
$39K – – –
AAM
467
American Asset Management
Florida
$39K +$39.1K +1,000 New
MSFP
468
Mark Sheptoff Financial Planning
Connecticut
$36K +$36.2K +925 New
TCOV
469
Trust Company of Vermont
Vermont
$35K – – –
SHJ
470
Sharkey, Howes & Javer
Colorado
$31K +$30.8K +788 New
KT
471
Kanaly Trust
Texas
$31K +$31.7K +811 New
RAM
472
Riggs Asset Management
Pennsylvania
$28K – – –
HI
473
Hudock Inc
Pennsylvania
$22K -$13.9K -356 -38%
EFSCE
474
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
WA
475
WealthTrust-Arizona
Arizona
$21K – – –
17 18
19
20 21