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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
601
Moneta Group Investment Advisors
Missouri
$104K -$3.59M -96,276 -97%
VCM
602
Versant Capital Management
Arizona
$103K – – –
MFW
603
Mosaic Family Wealth
Missouri
$100K – – –
SPL
604
Smart Portfolios LLC
Washington
$98K – – –
BAM
605
Barrett Asset Management
New York
$95K – – –
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K – – –
DBT
607
Dubuque Bank & Trust
Iowa
$86K – – –
GI
608
Gradient Investments
Minnesota
$83K -$22.8K -612 -22%
CFA
609
Carroll Financial Associates
North Carolina
$83K +$596 +16 +0.7%
BFEC
610
Benjamin F. Edwards & Company
Missouri
$81K -$27.8K -747 -26%
CFA
611
Camarda Financial Advisors
Florida
$81K – – –
MLIC
612
Mandatum Life Insurance Company
Finland
$81K +$80.1K +2,150 New
QAM
613
QCI Asset Management
New York
$79K – – –
PSC
614
Prentiss Smith & Co
Vermont
$75K – – –
WEC
615
Winslow Evans & Crocker
Massachusetts
$74K -$7.08K -190 -9%
TCOV
616
Trust Company of Vermont
Vermont
$73K -$17.8K -479 -20%
CCM
617
Cribstone Capital Management
Maine
$67K – – –
AWM
618
AllSquare Wealth Management
New York
$66K – – –
VFA
619
Valeo Financial Advisors
Indiana
$63K +$1.75K +47 +3%
AC
620
Avestar Capital
New York
$62K – – –
PGWM
621
Parisi Gray Wealth Management
New Jersey
$59K – – –
FGAM
622
Financial Gravity Asset Management
Texas
$57K +$17.6K +472 +45%
ACS
623
Archford Capital Strategies
Illinois
$57K +$55.9K +1,500 New
TSW
624
Thompson Siegel & Walmsley
Virginia
$53K – – –
WT
625
Washington Trust
Rhode Island
$49K +$48.1K +1,292 New
23 24
25
26 27