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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
576
Intellectus Partners
California
$212K -$17.1K -446 -7%
LIM
577
Leavell Investment Management
Alabama
$210K – – –
DWM
578
Dynasty Wealth Management
Florida
$210K +$212K +5,526 New
NSB
579
Norway Savings Bank
Maine
$208K +$18.2K +475 +10%
BCA
580
Benchmark Capital Advisors
New York
$206K -$19.2K -500 -8%
SXL
581
Summit X LLC
Missouri
$204K +$206K +5,372 New
CRWM
582
Castle Rock Wealth Management
California
$203K +$205K +5,335 New
IWM
583
IHT Wealth Management
Illinois
$198K +$42.6K +1,109 +27%
WAP
584
Wealthcare Advisory Partners
Pennsylvania
$194K +$63.1K +1,644 +48%
OSNBOA
585
Old Second National Bank of Aurora
Illinois
$191K – – –
EWM
586
Evercore Wealth Management
New York
$190K – – –
ST
587
Sageworth Trust
Pennsylvania
$190K – – –
SIA
588
SeaBridge Investment Advisors
New Jersey
$189K – – –
HWP
589
Hefty Wealth Partners
Indiana
$172K -$32.8K -854 -16%
WB
590
Webster Bank
Connecticut
$171K -$2.3K -60 -1%
ST
591
Somerset Trust
Pennsylvania
$168K – – –
VCM
592
Versant Capital Management
Arizona
$164K +$125K +3,255 +302%
AWA
593
Acorn Wealth Advisors
Michigan
$163K +$165K +4,296 New
AIM
594
Anchor Investment Management
South Carolina
$161K – – –
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$161K -$27.7K -722 -15%
TFA
596
Transamerica Financial Advisors
Florida
$143K -$11.9K -311 -8%
AAP
597
Arax Advisory Partners
Colorado
$140K +$27.3K +711 +24%
MRCM
598
M&R Capital Management
New Jersey
$137K – – –
CFD
599
Creative Financial Designs
Indiana
$136K -$5.07K -132 -4%
CA
600
Crewe Advisors
Utah
$133K +$134K +3,499 New
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