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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
576
Webster Bank
Connecticut
$151K +$3.75K +100 +3%
PO
577
Private Ocean
California
$148K – – –
DBT
578
Dubuque Bank & Trust
Iowa
$138K +$53.3K +1,422 +62%
BAM
579
Bruderman Asset Management
New York
$137K +$14.9K +397 +12%
NL
580
NVWM LLC
Pennsylvania
$133K -$938 -25 -0.7%
SWP
581
Strategic Wealth Partners
Ohio
$130K -$83.1K -2,215 -39%
BWA
582
BDO Wealth Advisors
Florida
$130K – – –
CA
583
Crewe Advisors
Utah
$130K – – –
CFD
584
Creative Financial Designs
Indiana
$126K -$28.3K -755 -18%
WP
585
WealthShield Partners
North Carolina
$120K – – –
CFN
586
Cordasco Financial Network
Florida
$119K – – –
MCM
587
Mainstay Capital Management
Michigan
$119K +$105K +2,800 +700%
MWM
588
Mascoma Wealth Management
New Hampshire
$117K +$80.5K +2,145 +215%
CWM
589
Catamount Wealth Management
Connecticut
$115K – – –
MRCM
590
M&R Capital Management
New Jersey
$115K – – –
DOA
591
D'Orazio & Associates
Virginia
$114K – – –
CBT
592
Capital Bank & Trust
California
$111K – – –
CH
593
Canton Hathaway
Rhode Island
$111K +$113K +3,000 New
DWA
594
Divergent Wealth Advisors
Utah
$107K -$29.9K -797 -21%
IP
595
Intellectus Partners
California
$106K -$102K -2,726 -49%
PCTC
596
Perkins Coie Trust Company
Washington
$104K – – –
BAM
597
Barrett Asset Management
New York
$103K +$10.3K +275 +11%
WAS
598
WESPAC Advisors SoCal
California
$99K – – –
SPL
599
Smart Portfolios LLC
Washington
$97K – – –
MFW
600
Mosaic Family Wealth
Missouri
$96K – – –
22 23
24
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