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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
526
Oppenheimer Asset Management
New York
$258K +$9.12K +243 +4%
BIA
527
Barry Investment Advisors
Massachusetts
$254K – – –
PFM
528
Probabilities Fund Management
New York
$250K – – –
DBRC
529
D.B. Root & Company
Pennsylvania
$250K +$49.4K +1,316 +24%
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$247K -$28.8K -768 -10%
CDH
531
Charles D. Hyman
$247K – – –
CBU
532
CIBC Bank USA
Illinois
$246K – – –
LIA
533
LS Investment Advisors
Michigan
$243K – – –
CCP
534
Corient Capital Partners
California
$241K – – –
AMM
535
American Money Management
California
$241K +$244K +6,500 New
HAM
536
Highstreet Asset Management
Ontario, Canada
$240K -$68.1K -1,814 -22%
RC
537
RegentAtlantic Capital
New Jersey
$240K +$243K +6,475 New
KPCM
538
Kings Point Capital Management
New York
$239K +$1.31K +35 +0.5%
CFIA
539
Cantor Fitzgerald Investment Advisors
New York
$228K -$4.29M -114,480 -95%
FWP
540
FAS Wealth Partners
Kansas
$228K +$2.25K +60 +1%
BW
541
Bison Wealth
Georgia
$227K – – –
RFA
542
Reilly Financial Advisors
California
$227K +$675 +18 +0.3%
OAM
543
Occidental Asset Management
California
$225K -$236K -6,282 -51%
WJA
544
Williams Jones & Associates
New York
$223K -$446K -11,900 -66%
SCA
545
STALEY CAPITAL ADVISERS
Pennsylvania
$223K – – –
SLF
546
Sun Life Financial
Ontario, Canada
$223K – – –
PI
547
Parkside Investments
Illinois
$222K – – –
CTB
548
Country Trust Bank
Illinois
$221K -$25.2K -672 -10%
AOWM
549
Alpha Omega Wealth Management
Virginia
$220K +$2.59K +69 +1%
JFA
550
JNBA Financial Advisors
Minnesota
$220K +$222K +5,921 New
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