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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
526
Barry Investment Advisors
Massachusetts
$254K – – –
PFM
527
Probabilities Fund Management
New York
$250K – – –
DBRC
528
D.B. Root & Company
Pennsylvania
$250K +$49.4K +1,316 +24%
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$247K -$28.8K -768 -10%
CDH
530
Charles D. Hyman
$247K – – –
CBU
531
CIBC Bank USA
Illinois
$246K – – –
LIA
532
LS Investment Advisors
Michigan
$243K – – –
CCP
533
Corient Capital Partners
California
$241K – – –
AMM
534
American Money Management
California
$241K +$244K +6,500 New
HAM
535
Highstreet Asset Management
Ontario, Canada
$240K -$68.1K -1,814 -22%
RC
536
RegentAtlantic Capital
New Jersey
$240K +$243K +6,475 New
KPCM
537
Kings Point Capital Management
New York
$239K +$1.31K +35 +0.5%
CFIA
538
Cantor Fitzgerald Investment Advisors
New York
$228K -$4.29M -114,480 -95%
FWP
539
FAS Wealth Partners
Kansas
$228K +$2.25K +60 +1%
BW
540
Bison Wealth
Georgia
$227K – – –
RFA
541
Reilly Financial Advisors
California
$227K +$675 +18 +0.3%
OAM
542
Occidental Asset Management
California
$225K -$236K -6,282 -51%
WJA
543
Williams Jones & Associates
New York
$223K -$446K -11,900 -66%
SCA
544
STALEY CAPITAL ADVISERS
Pennsylvania
$223K – – –
SLF
545
Sun Life Financial
Ontario, Canada
$223K – – –
PI
546
Parkside Investments
Illinois
$222K – – –
CTB
547
Country Trust Bank
Illinois
$221K -$25.2K -672 -10%
AOWM
548
Alpha Omega Wealth Management
Virginia
$220K +$2.59K +69 +1%
JFA
549
JNBA Financial Advisors
Minnesota
$220K +$222K +5,921 New
PCG
550
Private Capital Group
Connecticut
$219K -$18.6K -496 -8%
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