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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
451
Pinnacle Wealth Management Advisory Group
New Jersey
$226K +$4.87K +125 +2%
AR
452
Advisory Research
Illinois
$223K -$99.2K -2,550 -31%
BCP
453
Berkeley Capital Partners
Georgia
$223K +$223K +5,739 New
DWT
454
Dorsey & Whitney Trust
South Dakota
$221K – – –
TU
455
TDAM USA
Ontario, Canada
$221K – – –
WTB
456
Washington Trust Bank
Washington
$221K +$7.78K +200 +4%
ISB
457
Iowa State Bank
Iowa
$221K +$221K +5,690 New
1CM
458
1492 Capital Management
Wisconsin
$220K – – –
AWM
459
Affinity Wealth Management
Delaware
$219K -$4.6M -118,215 -95%
BC
460
Barnett & Company
Tennessee
$218K – – –
BAM
461
Barrett Asset Management
New York
$216K – – –
RTS
462
Round Table Services
New Jersey
$216K – – –
AOWM
463
Alpha Omega Wealth Management
Virginia
$216K +$216K +5,550 New
CA
464
CapWealth Advisors
Tennessee
$208K – – –
HWP
465
Hefty Wealth Partners
Indiana
$208K +$209K +5,364 New
EC
466
Estate Counselors
Wisconsin
$207K -$720K -18,500 -78%
EWM
467
Endurance Wealth Management
Rhode Island
$205K – – –
OMC
468
Overbrook Management Corp
New York
$203K – – –
AA
469
Apriem Advisors
California
$186K +$31.1K +800 +20%
CPIG
470
Chicago Partners Investment Group
Illinois
$178K +$2.22K +57 +1%
AIP
471
Ameritas Investment Partners
Nebraska
$177K -$29.1K -748 -14%
AIM
472
Advantage Investment Management
Iowa
$172K -$27.8K -713 -14%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$166K +$144K +3,700 +651%
CAL
474
Capital Advisors Ltd
Ohio
$161K -$8.76K -225 -5%
PSI
475
Pinnacle Summer Investments
Virginia
$156K +$58.4K +1,500 +60%
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