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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
451
Baltimore Capital Management
Maryland
$403K -$61.3K -1,633 -13%
GTAM
452
Global Trust Asset Management
Florida
$401K – – –
EWF
453
Epstein & White Financial
California
$398K +$29.8K +794 +8%
LWA
454
Lenox Wealth Advisors
New York
$397K +$198K +5,286 +98%
VC
455
Vicus Capital
Pennsylvania
$392K -$93.5K -2,493 -19%
BFWA
456
Benchmark Financial Wealth Advisors
Florida
$390K +$394K +10,495 New
SS
457
Sunbelt Securities
Texas
$389K -$30.2K -805 -7%
PFC
458
Phocas Financial Corp
California
$389K – – –
CC
459
Chicago Capital
Illinois
$388K +$139K +3,700 +55%
AIP
460
Almanack Investment Partners
Pennsylvania
$378K -$42K -1,119 -10%
IHL
461
Investment House LLC
California
$376K -$280K -7,455 -42%
VAM
462
Visionary Asset Management
Texas
$373K +$130K +3,468 +53%
ICA
463
Infrastructure Capital Advisors
New York
$372K – – –
PAM
464
Private Asset Management
California
$371K +$375K +10,000 New
PTCG
465
Pring Turner Capital Group
California
$362K – – –
BAC
466
Boys Arnold & Co
North Carolina
$359K -$5.21K -139 -1%
HW
467
Hancock Whitney
Mississippi
$356K -$461K -12,288 -56%
PNC
468
Park National Corp
Ohio
$354K -$401K -10,689 -53%
TF
469
Tompkins Financial
New York
$353K – – –
PAM
470
Palisade Asset Management
Minnesota
$350K – – –
MWM
471
Meridian Wealth Management
Kentucky
$348K -$114K -3,034 -24%
AA
472
Advisory Alpha
Michigan
$345K +$4.58K +122 +2%
ATC
473
Argent Trust Co
Tennessee
$341K -$151K -4,026 -30%
LFG
474
LifePlan Financial Group
Ohio
$340K -$3.75K -100 -1%
BBA
475
BLB&B Advisors
Pennsylvania
$340K +$19.9K +531 +6%
17 18
19
20 21