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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$236K -$48.8K -1,283 -17%
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$236K +$44.2K +1,162 +22%
B
503
Bridgeworth
Alabama
$236K +$234K +6,162 New
HJA
504
Hugh Johnson Advisors
New York
$232K – – –
EWM
505
Endurance Wealth Management
Rhode Island
$231K – – –
LS
506
Lattice Strategies
Pennsylvania
$229K +$15.6K +410 +7%
CBB
507
Citizens Business Bank
California
$228K +$233K +6,120 New
FBC
508
Fairfield, Bush & Co
Connecticut
$227K +$232K +6,100 New
MGIA
509
Moneta Group Investment Advisors
Missouri
$224K – – –
RFA
510
Reilly Financial Advisors
California
$222K -$17.6K -463 -7%
FFW
511
Fusion Family Wealth
New York
$221K +$221K +5,810 New
RWA
512
RGT Wealth Advisors
Texas
$215K +$219K +5,772 New
AR
513
Advisory Research
Illinois
$214K – – –
VWM
514
Vector Wealth Management
Minnesota
$214K +$219K +5,750 New
WCM
515
Windham Capital Management
Massachusetts
$213K +$218K +5,734 New
RTS
516
Round Table Services
New Jersey
$212K – – –
AOWM
517
Alpha Omega Wealth Management
Virginia
$212K +$5.89K +155 +3%
DLCIG
518
D.L. Carlson Investment Group
New Hampshire
$211K – – –
DWT
519
Dorsey & Whitney Trust
South Dakota
$211K – – –
KA
520
Kovack Advisors
Florida
$210K -$5.24K -138 -2%
1CM
521
1492 Capital Management
Wisconsin
$210K – – –
GRP
522
Global Retirement Partners
California
$209K +$213K +5,618 New
BC
523
Barnett & Company
Tennessee
$208K – – –
I
524
IberiaBank
Louisiana
$204K +$208K +5,481 New
BIAS
525
Beacon Investment Advisory Services
New Jersey
$201K +$206K +5,415 New
19 20
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