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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
626
American Research & Management Company
Massachusetts
$47K – – –
HCM
627
Hilton Capital Management
New York
$45K +$44.1K +1,185 New
SIAS
628
Shine Investment Advisory Services
Colorado
$44K -$3.61K -97 -8%
HR
629
Howe & Rusling
New York
$41K – – –
SFC
630
SYM Financial Corp
Indiana
$41K – – –
MSA
631
Marino Stram & Associates
Massachusetts
$40K -$14K -377 -26%
LWS
632
Lucia Wealth Services
California
$39K +$38.3K +1,027 New
MWM
633
Mascoma Wealth Management
New Hampshire
$38K – – –
PK
634
Pflug Koory
Nebraska
$37K +$521 +14 +1%
BAMG
635
Brand Asset Management Group
Missouri
$36K +$35.2K +946 New
IGGA
636
Iron Gate Global Advisors
Utah
$31K +$30.2K +810 New
MCM
637
Manchester Capital Management
Vermont
$30K – – –
KFA
638
Kabarec Financial Advisors
Illinois
$30K +$22.3K +600 +319%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$136K -3,656 -83%
FPFS
640
First Personal Financial Services
North Carolina
$27K – – –
VNA
641
Valley National Advisers
Pennsylvania
$27K – – –
EFSCE
642
Enterprise Financial Services Corp (EFSC)
Missouri
$26K – – –
CCM
643
Covington Capital Management
California
$26K +$372 +10 +1%
BBA
644
Braun-Bostich & Associates
Pennsylvania
$25K – – –
HI
645
Hudock Inc
Pennsylvania
$25K +$186 +5 +0.7%
TL
646
TrueWealth LLC
Georgia
$22K +$21.7K +582 New
THWM
647
Taylor Hoffman Wealth Management
Virginia
$21K -$54.7K -1,469 -73%
PCFFS
648
Pacific Center for Financial Services
California
$21K – – –
WA
649
WealthTrust-Arizona
Arizona
$20K – – –
VCM
650
Vigilant Capital Management
Maine
$19K -$18.6K -500 -50%
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26
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