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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Aevitas Wealth Management
Massachusetts
$164K -$10.7K -299 -6%
BWM
602
BerganKDV Wealth Management
Minnesota
$163K +$10.8K +300 +7%
JCM
603
Julex Capital Management
Massachusetts
$159K +$157K +4,358 New
LWM
604
Liberty Wealth Management
California
$156K +$503 +14 +0.3%
NL
605
NVWM LLC
Pennsylvania
$151K – – –
HAM
606
Highstreet Asset Management
Ontario, Canada
$148K – – –
QCIG
607
Quad-Cities Investment Group
Iowa
$140K -$21.4K -595 -13%
WP
608
WealthShield Partners
North Carolina
$137K +$53.9K +1,501 +67%
BAM
609
Bruderman Asset Management
New York
$133K -$2.59K -72 -2%
KPCM
610
Kings Point Capital Management
New York
$132K -$6.5K -181 -5%
ZB
611
Zions Bancorporation
Utah
$132K +$130K +3,605 New
WCM
612
Whitener Capital Management
North Carolina
$123K +$5.79K +161 +5%
ESB
613
Essex Savings Bank
Connecticut
$121K – – –
SFA
614
Semmax Financial Advisors
North Carolina
$116K -$20.1K -560 -15%
CWM
615
Catamount Wealth Management
Connecticut
$115K +$55.7K +1,550 +97%
CH
616
Canton Hathaway
Rhode Island
$114K – – –
MRCM
617
M&R Capital Management
New Jersey
$113K – – –
DOA
618
D'Orazio & Associates
Virginia
$112K – – –
FNC
619
First National Corp
Massachusetts
$111K -$14.2K -394 -11%
CBT
620
Capital Bank & Trust
California
$110K – – –
WB
621
Webster Bank
Connecticut
$106K -$18.5K -515 -15%
LWS
622
Lucia Wealth Services
California
$104K -$15.3K -427 -13%
PCTC
623
Perkins Coie Trust Company
Washington
$103K – – –
MFW
624
Mosaic Family Wealth
Missouri
$97K – – –
SPL
625
Smart Portfolios LLC
Washington
$95K – – –
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