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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
501
WESPAC Advisors SoCal
California
$198K -$21.9K -550 -10%
EWM
502
Evercore Wealth Management
New York
$197K – – –
AA
503
Apriem Advisors
California
$190K – – –
CA
504
CapWealth Advisors
Tennessee
$171K -$31.1K -780 -15%
JCM
505
Jacobi Capital Management
Pennsylvania
$171K +$4.07K +102 +2%
HWP
506
Hefty Wealth Partners
Indiana
$170K +$2.23K +56 +1%
BAM
507
Barrett Asset Management
New York
$160K – – –
IIC
508
Integrated Investment Consultants
Michigan
$154K – – –
LWM
509
LBA Wealth Management
Florida
$153K +$13.2K +331 +9%
DOA
510
D'Orazio & Associates
Virginia
$149K -$273K -6,851 -64%
KF
511
Krilogy Financial
Missouri
$143K +$123K +3,075 +567%
SSB
512
Sandy Spring Bank
Maryland
$140K -$29.9K -750 -17%
LAM
513
Lebenthal Asset Management
New York
$138K +$140K +3,500 New
VIA
514
Vantage Investment Advisors
Pennsylvania
$131K -$60.2K -1,509 -31%
GI
515
Gradient Investments
Minnesota
$129K -$39.3K -985 -23%
VHAM
516
Van Hulzen Asset Management
California
$128K +$20K +500 +18%
AIM
517
Advantage Investment Management
Iowa
$125K +$10.4K +261 +9%
LNB
518
Ledyard National Bank
$119K +$120K +3,000 New
WEC
519
Winslow Evans & Crocker
Massachusetts
$114K +$22.7K +570 +25%
PCTC
520
Perkins Coie Trust Company
Washington
$111K – – –
SWA
521
Sutton Wealth Advisors
Florida
$108K +$25.3K +635 +30%
DBT
522
Dubuque Bank & Trust
Iowa
$105K +$59.9K +1,500 +129%
CCM
523
Cribstone Capital Management
Maine
$87K – – –
HR
524
Howe & Rusling
New York
$84K -$5.99K -150 -7%
JIC
525
Joel Isaacson & Co
New York
$79K – – –
19 20
21
22 23