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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$203K +$205K +5,149 New
11A
502
10-15 Associates
New York
$202K -$5.35K -134 -3%
RC
503
RegentAtlantic Capital
New Jersey
$202K +$205K +5,126 New
ST
504
Sageworth Trust
Pennsylvania
$198K -$51.7K -1,295 -21%
WAS
505
WESPAC Advisors SoCal
California
$198K -$21.9K -550 -10%
EWM
506
Evercore Wealth Management
New York
$197K – – –
AA
507
Apriem Advisors
California
$190K – – –
CA
508
CapWealth Advisors
Tennessee
$171K -$31.1K -780 -15%
JCM
509
Jacobi Capital Management
Pennsylvania
$171K +$4.07K +102 +2%
HWP
510
Hefty Wealth Partners
Indiana
$170K +$2.23K +56 +1%
BAM
511
Barrett Asset Management
New York
$160K – – –
IIC
512
Integrated Investment Consultants
Michigan
$154K – – –
LWM
513
LBA Wealth Management
Florida
$153K +$13.2K +331 +9%
DOA
514
D'Orazio & Associates
Virginia
$149K -$273K -6,851 -64%
KF
515
Krilogy Financial
Missouri
$143K +$123K +3,075 +567%
SSB
516
Sandy Spring Bank
Maryland
$140K -$29.9K -750 -17%
LAM
517
Lebenthal Asset Management
New York
$138K +$140K +3,500 New
VIA
518
Vantage Investment Advisors
Pennsylvania
$131K -$60.2K -1,509 -31%
GI
519
Gradient Investments
Minnesota
$129K -$39.3K -985 -23%
VHAM
520
Van Hulzen Asset Management
California
$128K +$20K +500 +18%
AIM
521
Advantage Investment Management
Iowa
$125K +$10.4K +261 +9%
LNB
522
Ledyard National Bank
$119K +$120K +3,000 New
WEC
523
Winslow Evans & Crocker
Massachusetts
$114K +$22.7K +570 +25%
PCTC
524
Perkins Coie Trust Company
Washington
$111K – – –
SWA
525
Sutton Wealth Advisors
Florida
$108K +$25.3K +635 +30%
19 20
21
22 23