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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
526
GenWealth Group
New Jersey
$250K – – –
PFPT
527
Pinnacle Financial Partners (Tennessee)
Tennessee
$248K -$22.4K -575 -8%
RCM
528
RB Capital Management
Nevada
$248K +$32.3K +830 +15%
MGIA
529
Moneta Group Investment Advisors
Missouri
$245K +$11.7K +300 +5%
EWM
530
Endurance Wealth Management
Rhode Island
$244K – – –
DWM
531
Darwin Wealth Management
Florida
$241K -$9.66K -248 -4%
RFA
532
Reilly Financial Advisors
California
$239K -$7.13K -183 -3%
BAM
533
Barrett Asset Management
New York
$237K +$42.9K +1,100 +22%
CA
534
Clearstead Advisors
Ohio
$236K -$133K -3,421 -36%
SCA
535
STALEY CAPITAL ADVISERS
Pennsylvania
$233K -$395K -10,150 -63%
IIC
536
Ironwood Investment Counsel
Arizona
$233K -$75.5K -1,939 -24%
SLF
537
Sun Life Financial
Ontario, Canada
$233K – – –
IP
538
Intellectus Partners
California
$233K +$20K +514 +9%
BA
539
Boston Advisors
Massachusetts
$233K +$233K +5,993 New
HF
540
HRT Financial
New York
$232K +$233K +5,991 New
BCA
541
Benchmark Capital Advisors
New York
$229K -$5.84K -150 -2%
BMCM
542
Bryn Mawr Capital Management
Pennsylvania
$226K +$227K +5,821 New
CAMG
543
CWA Asset Management Group
Florida
$223K +$224K +5,748 New
DWT
544
Dorsey & Whitney Trust
South Dakota
$221K – – –
FHA
545
Flagship Harbor Advisors
Massachusetts
$220K +$225K +5,772 New
CAG
546
Csenge Advisory Group
Florida
$215K +$216K +5,534 New
IWA
547
Intercontinental Wealth Advisors
Texas
$214K – – –
LIM
548
Leavell Investment Management
Alabama
$214K – – –
MPI
549
Mairs & Power Inc
Minnesota
$213K +$214K +5,500 New
HWP
550
Hefty Wealth Partners
Indiana
$208K -$4.17K -107 -2%
20 21
22
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