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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
476
Clarus Wealth Advisors
Arizona
$488K +$12K +335 +2%
FB
477
Fulton Bank
Pennsylvania
$481K -$319K -8,885 -37%
UB
478
UMB Bank
Missouri
$480K -$16.1K -450 -3%
CL
479
CPWM LLC
Washington
$479K +$3.12K +87 +0.6%
NL
480
NVWM LLC
Pennsylvania
$479K +$55K +1,535 +11%
CK
481
Cohen Klingenstein
New York
$478K – – –
MIM
482
Moseley Investment Management
Florida
$477K +$11.5K +320 +2%
SFG
483
Summit Financial Group
West Virginia
$473K +$532K +14,845 New
ADBIC
484
A.D. Beadell Investment Counsel
Wisconsin
$472K – – –
BAM
485
Barrett Asset Management
New York
$469K +$14.3K +400 +3%
SAMC
486
Spectrum Asset Management (Connecticut)
Connecticut
$466K +$525K +14,645 New
HCIA
487
Hochman Cole Investment Advisors
Illinois
$463K -$1.21M -33,829 -70%
SIC
488
Samalin Investment Counsel
New York
$463K -$129K -3,589 -20%
MGIA
489
Moneta Group Investment Advisors
Missouri
$462K -$1.6M -44,708 -75%
CSIC
490
Clifford Swan Investment Counsel
California
$462K -$70.7K -1,972 -12%
GLA
491
Good Life Advisors
Pennsylvania
$462K +$21.4K +597 +4%
WAS
492
Wealth Advisory Solutions
Indiana
$461K +$284K +7,908 +120%
BWM
493
BerganKDV Wealth Management
Minnesota
$457K +$46.9K +1,308 +10%
WANY
494
Wealthspire Advisors (New York)
New York
$456K +$514K +14,321 New
C
495
Clearshares
New York
$453K +$510K +14,212 New
WPC
496
Waters Parkerson & Co
Louisiana
$447K +$504K +14,049 New
FAIM
497
Financial Advocates Investment Management
Washington
$443K -$125K -3,476 -20%
KMWM
498
Keudell/Morrison Wealth Management
Oregon
$443K – – –
EWM
499
Endurance Wealth Management
Rhode Island
$438K +$29.6K +825 +6%
FTI
500
Fiduciary Trust International
Massachusetts
$436K – – –
18 19
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