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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
451
Wealth Management Associates
New Jersey
$396K +$410K +11,572 New
GJCM
452
Grand Jean Capital Management
California
$395K -$602K -17,000 -60%
CPO
453
Cerity Partners OCIO
New York
$390K -$103K -2,899 -20%
SIA
454
Starfire Investment Advisers
Michigan
$389K -$403K -11,369 -50%
AWM
455
Altium Wealth Management
New York
$388K -$895K -25,267 -69%
WTC
456
WhitTier Trust Company
Nevada
$385K +$118K +3,335 +42%
ACP
457
Ashfield Capital Partners
California
$381K -$228K -6,450 -37%
TC
458
Telemus Capital
Michigan
$381K – – –
ST
459
Somerset Trust
Pennsylvania
$379K +$200K +5,636 +103%
HCM
460
Hollencrest Capital Management
California
$377K -$239K -6,747 -38%
UF
461
Univest Financial
Pennsylvania
$377K – – –
CWM
462
Concentrum Wealth Management
California
$377K +$390K +10,999 New
SGAM
463
Steinberg Global Asset Management
Florida
$372K +$82.6K +2,331 +27%
DC
464
Davenport & Co
Virginia
$370K -$108K -3,045 -22%
NWM
465
Northwest Wealth Management
Iowa
$370K -$35.8K -1,010 -9%
CANC
466
Culbertson A N & Co
Virginia
$366K -$135K -3,800 -26%
VAM
467
Visionary Asset Management
Texas
$366K +$22.5K +635 +6%
BFWA
468
Benchmark Financial Wealth Advisors
Florida
$365K +$5.77K +163 +2%
TF
469
TimeScale Financial
Massachusetts
$358K +$371K +10,461 New
WIM
470
Westside Investment Management
California
$358K +$370K +10,455 New
FWM
471
FFT Wealth Management
Pennsylvania
$357K +$110K +3,117 +43%
SS
472
Sunbelt Securities
Texas
$346K -$12.7K -358 -3%
IHL
473
Investment House LLC
California
$344K -$2.9K -82 -0.8%
NSB
474
Norway Savings Bank
Maine
$342K -$49.1K -1,385 -12%
IWC
475
Integrated Wealth Concepts
Massachusetts
$341K -$37.5K -1,059 -10%
17 18
19
20 21