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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
551
Cordasco Financial Network
Florida
$200K – – –
OSNBOA
552
Old Second National Bank of Aurora
Illinois
$198K – – –
TWA
553
TCI Wealth Advisors
Arizona
$196K -$9.73K -250 -5%
BAM
554
Barrett Asset Management
New York
$196K -$3.89K -100 -2%
EWM
555
Evercore Wealth Management
New York
$196K – – –
ST
556
Sageworth Trust
Pennsylvania
$196K – – –
HAM
557
Highstreet Asset Management
Ontario, Canada
$196K +$194K +4,997 New
SIA
558
SeaBridge Investment Advisors
New Jersey
$194K – – –
CP
559
Corbenic Partners
Pennsylvania
$183K -$175K -4,504 -49%
AOWM
560
Alpha Omega Wealth Management
Virginia
$180K -$4.36K -112 -2%
WIM
561
Westside Investment Management
California
$176K +$28.8K +741 +20%
CFD
562
Creative Financial Designs
Indiana
$166K +$16K +411 +11%
AAP
563
Arax Advisory Partners
Colorado
$158K -$6.62K -170 -4%
MCM
564
Manchester Capital Management
Vermont
$147K -$37.4K -960 -20%
KF
565
Krilogy Financial
Missouri
$147K -$6.23K -160 -4%
BGC
566
Blue Granite Capital
South Carolina
$144K +$143K +3,683 New
MRCM
567
M&R Capital Management
New Jersey
$139K -$46.7K -1,200 -25%
KPCM
568
Kings Point Capital Management
New York
$139K – – –
FFW
569
Fusion Family Wealth
New York
$137K -$19.5K -500 -12%
AIM
570
Advantage Investment Management
Iowa
$134K +$1.79K +46 +1%
BWA
571
BDO Wealth Advisors
Florida
$129K +$128K +3,301 New
DOA
572
D'Orazio & Associates
Virginia
$128K +$389 +10 +0.3%
WEC
573
Winslow Evans & Crocker
Massachusetts
$127K +$14.1K +362 +13%
PFGIA
574
Patriot Financial Group Insurance Agency
Massachusetts
$126K – – –
NSB
575
Norway Savings Bank
Maine
$126K +$19.5K +500 +18%
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23
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