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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
576
Alpha Omega Wealth Management
Virginia
$218K +$41.5K +1,080 +23%
CAG
577
Csenge Advisory Group
Florida
$217K +$6.79K +177 +3%
DWT
578
Dorsey & Whitney Trust
South Dakota
$216K – – –
PAMG
579
Patton Albertson Miller Group
Tennessee
$213K -$54.7K -1,425 -20%
IP
580
Intellectus Partners
California
$212K -$17.1K -446 -7%
LIM
581
Leavell Investment Management
Alabama
$210K – – –
DWM
582
Dynasty Wealth Management
Florida
$210K +$212K +5,526 New
NSB
583
Norway Savings Bank
Maine
$208K +$18.2K +475 +10%
BCA
584
Benchmark Capital Advisors
New York
$206K -$19.2K -500 -8%
SXL
585
Summit X LLC
Missouri
$204K +$206K +5,372 New
CRWM
586
Castle Rock Wealth Management
California
$203K +$205K +5,335 New
IWM
587
IHT Wealth Management
Illinois
$198K +$42.6K +1,109 +27%
WAP
588
Wealthcare Advisory Partners
Pennsylvania
$194K +$63.1K +1,644 +48%
OSNBOA
589
Old Second National Bank of Aurora
Illinois
$191K – – –
EWM
590
Evercore Wealth Management
New York
$190K – – –
ST
591
Sageworth Trust
Pennsylvania
$190K – – –
SIA
592
SeaBridge Investment Advisors
New Jersey
$189K – – –
HWP
593
Hefty Wealth Partners
Indiana
$172K -$32.8K -854 -16%
WB
594
Webster Bank
Connecticut
$171K -$2.3K -60 -1%
ST
595
Somerset Trust
Pennsylvania
$168K – – –
VCM
596
Versant Capital Management
Arizona
$164K +$125K +3,255 +302%
AWA
597
Acorn Wealth Advisors
Michigan
$163K +$165K +4,296 New
AIM
598
Anchor Investment Management
South Carolina
$161K – – –
EFSCE
599
Enterprise Financial Services Corp (EFSC)
Missouri
$161K -$27.7K -722 -15%
TFA
600
Transamerica Financial Advisors
Florida
$143K -$11.9K -311 -8%
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