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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
626
Lucia Wealth Services
California
$104K -$15.3K -427 -13%
PCTC
627
Perkins Coie Trust Company
Washington
$103K – – –
MFW
628
Mosaic Family Wealth
Missouri
$97K – – –
SPL
629
Smart Portfolios LLC
Washington
$95K – – –
GT
630
Glenmede Trust
Pennsylvania
$94K -$2.52K -70 -3%
APC
631
Aspire Private Capital
North Carolina
$93K +$11K +306 +14%
FRA
632
Front Row Advisors
California
$92K +$1.36K +38 +2%
CFD
633
Creative Financial Designs
Indiana
$89K -$24.7K -687 -22%
BA
634
Belvedere Advisors
California
$84K +$83.2K +2,314 New
DBT
635
Dubuque Bank & Trust
Iowa
$83K -$134K -3,741 -62%
AWM
636
AllSquare Wealth Management
New York
$80K – – –
PB
637
Pinnacle Bancorp
Nebraska
$79K -$1.65K -46 -2%
GI
638
Gradient Investments
Minnesota
$78K – – –
MWM
639
Mascoma Wealth Management
New Hampshire
$78K – – –
VFA
640
Valeo Financial Advisors
Indiana
$72K +$28.9K +805 +68%
WEC
641
Winslow Evans & Crocker
Massachusetts
$70K +$37.8K +1,052 +127%
PO
642
Private Ocean
California
$69K -$75.7K -2,108 -53%
TFGT
643
TS Financial Group (TSFG)
Illinois
$69K +$67.6K +1,882 New
QAM
644
QCI Asset Management
New York
$66K -$2.88K -80 -4%
BAM
645
Barrett Asset Management
New York
$65K – – –
CCM
646
Cribstone Capital Management
Maine
$65K – – –
BFEC
647
Benjamin F. Edwards & Company
Missouri
$62K +$1.58K +44 +3%
GWMIA
648
Global Wealth Management Investment Advisory
Florida
$60K -$78.9K -2,195 -57%
AC
649
Avestar Capital
New York
$60K – – –
FGAM
650
Financial Gravity Asset Management
Texas
$57K +$56.2K +1,564 New
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