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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
601
WealthPLAN Partners
Nebraska
$556K +$11.8K +304 +2%
WPC
602
Waters Parkerson & Co
Louisiana
$553K – – –
ISL
603
Ingalls & Snyder LLC
New York
$549K +$3.87K +100 +0.7%
HCM
604
Hollencrest Capital Management
California
$547K +$8.44K +218 +2%
BA
605
Bristlecone Advisors
Washington
$546K +$25K +645 +5%
JWA
606
JFS Wealth Advisors
Pennsylvania
$543K -$127K -3,279 -19%
FNBT
607
FineMark National Bank & Trust
Florida
$543K -$32.3K -833 -6%
RWB
608
RMR Wealth Builders
New Jersey
$541K -$183K -4,726 -26%
JSL
609
JT Stratford LLC
Georgia
$536K -$5K -129 -0.9%
SNBOSD
610
Security National Bank of So Dak
Iowa
$536K +$528K +13,630 New
AC
611
Alexandria Capital
Virginia
$534K -$2.44K -63 -0.5%
CFG
612
Citizens Financial Group
Rhode Island
$532K – – –
WAP
613
Wealthcare Advisory Partners
Pennsylvania
$532K +$106K +2,745 +25%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$526K -$9.41K -243 -2%
VCM
615
Virtue Capital Management
Tennessee
$524K +$249K +6,422 +93%
GWSG
616
GPS Wealth Strategies Group
Colorado
$524K +$290K +7,493 +128%
ATC
617
Argent Trust Co
Tennessee
$522K -$8.68K -224 -2%
BCA
618
Bay Colony Advisors
Massachusetts
$520K -$4.34K -112 -0.8%
EWM
619
Endurance Wealth Management
Rhode Island
$520K – – –
SWA
620
SFMG Wealth Advisors
Texas
$517K +$39 +1 +0%
MA
621
MONECO Advisors
Connecticut
$516K -$1.67K -43 -0.3%
CSA
622
Cottage Street Advisors
Massachusetts
$514K +$116 +3 +0%
KFC
623
Klingenstein Fields & Co
New York
$512K – – –
FSA
624
Fort Sheridan Advisors
Illinois
$512K +$50.5K +1,303 +11%
MGIA
625
Moneta Group Investment Advisors
Missouri
$510K +$891 +23 +0.2%
23 24
25
26 27