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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
451
StrategIQ Financial Group
Indiana
$288K +$24.6K +617 +9%
IP
452
Investment Partners
Ohio
$288K +$291K +7,297 New
BW
453
Bison Wealth
Georgia
$284K -$2.55K -64 -0.9%
TCM
454
Tran Capital Management
California
$281K – – –
PWP
455
Private Wealth Partners
California
$280K +$283K +7,100 New
WTB
456
Washington Trust Bank
Washington
$276K -$130K -3,262 -32%
PPA
457
Parametric Portfolio Associates
Washington
$276K -$22.8K -572 -8%
GI
458
Glovista Investments
New Jersey
$276K – – –
CNFG
459
Creegan & Nassoura Financial Group
New Hampshire
$275K -$9.97K -250 -3%
MWP
460
MYCIO Wealth Partners
Pennsylvania
$273K -$118K -2,959 -30%
ISB
461
Iowa State Bank
Iowa
$271K +$64.2K +1,610 +31%
AAC
462
Asset Advisors Corp
Georgia
$269K -$335K -8,400 -55%
HL
463
HeadInvest LLC
Maine
$269K – – –
PAMG
464
Patton Albertson Miller Group
Tennessee
$267K – – –
CAM
465
Carret Asset Management
New York
$262K +$3.99K +100 +2%
GBT
466
Grove Bank & Trust
Florida
$257K +$259K +6,500 New
CSIA
467
Charles Schwab Investment Advisory
California
$255K -$608K -15,235 -70%
RFA
468
Reilly Financial Advisors
California
$254K +$96.2K +2,412 +60%
FWP
469
FAS Wealth Partners
Kansas
$253K +$2.75K +69 +1%
KWMG
470
King Wealth Management Group
Florida
$253K +$256K +6,411 New
CIC
471
Carnegie Investment Counsel
Ohio
$248K +$10.4K +260 +4%
HJA
472
Hugh Johnson Advisors
New York
$246K – – –
EWM
473
Endurance Wealth Management
Rhode Island
$244K +$31.9K +800 +15%
MGIA
474
Moneta Group Investment Advisors
Missouri
$238K +$240K +6,014 New
FWSM
475
First Wilshire Securities Management
California
$233K +$20K +500 +9%
17 18
19
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