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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
501
Fiduciary Wealth Partners
Massachusetts
$166K +$163K +4,165 New
BAM
502
Barrett Asset Management
New York
$162K -$58.8K -1,500 -27%
RFA
503
Reilly Financial Advisors
California
$160K -$20.9K -533 -12%
IIC
504
Integrated Investment Consultants
Michigan
$158K – – –
LWM
505
LBA Wealth Management
Florida
$142K – – –
VIA
506
Vantage Investment Advisors
Pennsylvania
$131K +$148K +3,777 +363%
GT
507
Glenmede Trust
Pennsylvania
$127K +$26.3K +670 +26%
AIM
508
Advantage Investment Management
Iowa
$116K +$5.02K +128 +5%
PCTC
509
Perkins Coie Trust Company
Washington
$112K – – –
VHAM
510
Van Hulzen Asset Management
California
$110K -$14.2K -362 -12%
WEC
511
Winslow Evans & Crocker
Massachusetts
$92.5K +$2.27K +58 +3%
HR
512
Howe & Rusling
New York
$91K -$331K -8,437 -79%
CCM
513
Cribstone Capital Management
Maine
$90K +$87.9K +2,244 New
SWA
514
Sutton Wealth Advisors
Florida
$83.7K -$59K -1,506 -42%
AWM
515
AllSquare Wealth Management
New York
$82K – – –
JIC
516
Joel Isaacson & Co
New York
$80K – – –
PSC
517
Prentiss Smith & Co
Vermont
$80K – – –
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$79K +$77.8K +1,984 New
MFW
519
Mosaic Family Wealth
Missouri
$78K +$39 +1 +0.1%
MAM
520
Meeder Asset Management
Ohio
$76K – – –
SFG
521
SevenBridge Financial Group
Pennsylvania
$72K +$70.7K +1,804 New
MRCM
522
M&R Capital Management
New Jersey
$71K +$70.5K +1,800 New
VNA
523
Valley National Advisers
Pennsylvania
$70K – – –
AF
524
Arrow Financial
New York
$68K -$9.6K -245 -13%
IWC
525
Integrated Wealth Counsel
California
$64K – – –
19 20
21
22 23