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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
451
Integrated Wealth Concepts
Massachusetts
$405K -$81K -2,159 -16%
BCM
452
Baltimore Capital Management
Maryland
$403K -$61.3K -1,633 -13%
GTAM
453
Global Trust Asset Management
Florida
$401K – – –
EWF
454
Epstein & White Financial
California
$398K +$29.8K +794 +8%
LWA
455
Lenox Wealth Advisors
New York
$397K +$198K +5,286 +98%
VC
456
Vicus Capital
Pennsylvania
$392K -$93.5K -2,493 -19%
BFWA
457
Benchmark Financial Wealth Advisors
Florida
$390K +$394K +10,495 New
SS
458
Sunbelt Securities
Texas
$389K -$30.2K -805 -7%
PFC
459
Phocas Financial Corp
California
$389K – – –
CC
460
Chicago Capital
Illinois
$388K +$139K +3,700 +55%
AIP
461
Almanack Investment Partners
Pennsylvania
$378K -$42K -1,119 -10%
IHL
462
Investment House LLC
California
$376K -$280K -7,455 -42%
VAM
463
Visionary Asset Management
Texas
$373K +$130K +3,468 +53%
ICA
464
Infrastructure Capital Advisors
New York
$372K – – –
PAM
465
Private Asset Management
California
$371K +$375K +10,000 New
PTCG
466
Pring Turner Capital Group
California
$362K – – –
BAC
467
Boys Arnold & Co
North Carolina
$359K -$5.21K -139 -1%
HW
468
Hancock Whitney
Mississippi
$356K -$461K -12,288 -56%
PNC
469
Park National Corp
Ohio
$354K -$401K -10,689 -53%
TF
470
Tompkins Financial
New York
$353K – – –
PAM
471
Palisade Asset Management
Minnesota
$350K – – –
MWM
472
Meridian Wealth Management
Kentucky
$348K -$114K -3,034 -24%
AA
473
Advisory Alpha
Michigan
$345K +$4.58K +122 +2%
ATC
474
Argent Trust Co
Tennessee
$341K -$151K -4,026 -30%
LFG
475
LifePlan Financial Group
Ohio
$340K -$3.75K -100 -1%
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19
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