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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
626
Bison Wealth
Georgia
$216K – – –
PWSG
627
Pacific Wealth Strategies Group
California
$215K -$14.1K -379 -6%
BAM
628
Barrett Asset Management
New York
$215K +$146K +3,930 +221%
FIM
629
Fernwood Investment Management
Massachusetts
$212K – – –
H
630
HoyleCohen
California
$212K +$210K +5,645 New
LFG
631
LifePlan Financial Group
Ohio
$211K – – –
IP
632
Intellectus Partners
California
$211K +$558 +15 +0.3%
LWM
633
Liberty Wealth Management
California
$209K +$11.3K +304 +6%
SCP
634
Silverleafe Capital Partners
Tennessee
$208K +$1.45K +39 +0.7%
LBC
635
Lowe Brockenbrough & Co
Virginia
$208K +$206K +5,540 New
PCM
636
Peak Capital Management
Colorado
$207K -$40K -1,074 -16%
DWT
637
Dorsey & Whitney Trust
South Dakota
$206K – – –
FNBOH
638
First National Bank of Hutchinson
Kansas
$205K – – –
B
639
Brightworth
Georgia
$204K +$203K +5,446 New
FAM
640
Formidable Asset Management
Ohio
$202K -$57.3K -1,539 -22%
OC
641
Oakworth Capital
Alabama
$202K – – –
STA
642
Summit Trail Advisors
New York
$201K +$198K +5,325 New
JCM
643
Julex Capital Management
Massachusetts
$186K +$76.4K +2,052 +71%
PCG
644
Private Capital Group
Connecticut
$185K -$54.8K -1,472 -23%
WB
645
Webster Bank
Connecticut
$170K +$60.7K +1,632 +56%
QCIG
646
Quad-Cities Investment Group
Iowa
$161K +$9.41K +253 +6%
BWM
647
BerganKDV Wealth Management
Minnesota
$158K -$23.1K -622 -13%
AIM
648
Advantage Investment Management
Iowa
$156K – – –
FHA
649
Flagship Harbor Advisors
Massachusetts
$154K -$5.43K -146 -3%
HAM
650
Highstreet Asset Management
Ontario, Canada
$152K – – –
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