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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
526
Liberty Capital Management
Michigan
$379K +$427K +11,895 New
FWSM
527
First Wilshire Securities Management
California
$377K – – –
GRP
528
Global Retirement Partners
California
$377K +$95.8K +2,672 +29%
EWM
529
EPG Wealth Management
Georgia
$377K +$410K +11,434 +2,762%
TC
530
Telemus Capital
Michigan
$376K – – –
AIP
531
Almanack Investment Partners
Pennsylvania
$376K +$46K +1,283 +12%
TNB
532
TCF National Bank
South Dakota
$374K +$184K +5,126 +77%
TF
533
TimeScale Financial
Massachusetts
$370K +$53.1K +1,481 +15%
VHAM
534
Van Hulzen Asset Management
California
$369K +$207K +5,765 +99%
GJCM
535
Grand Jean Capital Management
California
$367K – – –
AWA
536
Arete Wealth Advisors
Illinois
$363K -$15.9K -443 -4%
AFP
537
Ausdal Financial Partners
Iowa
$362K +$84.5K +2,356 +28%
CA
538
Crewe Advisors
Utah
$360K -$267K -7,444 -40%
EAMA
539
EFG Asset Management (Americas)
Florida
$360K +$171K +4,758 +72%
CPO
540
Cerity Partners OCIO
New York
$359K +$108 +3 +0%
PA
541
Parallel Advisors
California
$358K +$183K +5,106 +83%
SCM
542
Schnieders Capital Management
California
$355K +$69.9K +1,950 +21%
CPIA
543
Cornell Pochily Investment Advisors
New York
$353K -$359 -10 -0.1%
SFA
544
Sequoia Financial Advisors
Ohio
$350K +$75.3K +2,101 +24%
PWM
545
PBMares Wealth Management
Virginia
$346K -$52K -1,451 -12%
GSWM
546
Golden State Wealth Management
California
$343K +$386K +10,777 New
WMA
547
Wealth Management Associates
New Jersey
$343K -$24K -668 -6%
ACA
548
Aptus Capital Advisors
Alabama
$339K -$820K -22,866 -68%
OCPWS
549
One Charles Private Wealth Services
Massachusetts
$339K -$51.1K -1,426 -12%
SC
550
Stolper & Co
Oklahoma
$339K +$382K +10,641 New
20 21
22
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