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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
501
Wolverine Asset Management
Illinois
$280K +$279K +7,157 New
TCM
502
Tran Capital Management
California
$279K – – –
PWP
503
Private Wealth Partners
California
$278K -$35K -900 -11%
FF
504
Friedenthal Financial
New Jersey
$277K – – –
GBT
505
Grove Bank & Trust
Florida
$276K +$15.6K +400 +6%
PFPT
506
Pinnacle Financial Partners (Tennessee)
Tennessee
$274K +$271K +6,971 New
BIA
507
Barry Investment Advisors
Massachusetts
$268K – – –
BHB
508
Bank Hapoalim BM
Israel
$267K – – –
BW
509
Bison Wealth
Georgia
$267K +$389 +10 +0.1%
AT
510
Arden Trust
Delaware
$265K – – –
ST
511
Smithfield Trust
Pennsylvania
$263K -$3.11K -80 -1%
CWM
512
Catamount Wealth Management
Connecticut
$259K -$136K -3,500 -35%
B
513
Bellecapital
Switzerland
$258K – – –
DWM
514
Darwin Wealth Management
Florida
$253K -$63.6K -1,634 -20%
SAM
515
Shamrock Asset Management
Texas
$253K +$19.5K +502 +8%
GG
516
GenWealth Group
New Jersey
$253K +$252K +6,467 New
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$249K – – –
RFA
518
Reilly Financial Advisors
California
$248K +$14.3K +368 +6%
EWM
519
Endurance Wealth Management
Rhode Island
$246K -$7.2K -185 -3%
IFWM
520
Institute for Wealth Management
Colorado
$245K +$243K +6,240 New
RCA
521
Rowland Carmichael Advisors
Arizona
$242K -$5.29K -136 -2%
BCA
522
Benchmark Capital Advisors
New York
$237K +$235K +6,050 New
MGIA
523
Moneta Group Investment Advisors
Missouri
$236K – – –
B
524
Bridgeworth
Alabama
$235K -$48.9K -1,257 -17%
SLF
525
Sun Life Financial
Ontario, Canada
$235K +$224K +5,768 +2,486%
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