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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
626
Retirement Group
California
$454K -$11.2K -295 -2%
WTC
627
WhitTier Trust Company
Nevada
$449K – – –
FFA
628
Founders Financial Alliance
North Carolina
$449K +$18.4K +484 +4%
FSA
629
Fort Sheridan Advisors
Illinois
$449K +$101K +2,655 +29%
TF
630
TimeScale Financial
Massachusetts
$448K +$1.37K +36 +0.3%
LWAC
631
Laurel Wealth Advisors (California)
California
$442K +$47.4K +1,249 +12%
FNT
632
First Nebraska Trust
Nebraska
$436K – – –
RIM
633
Rockbridge Investment Management
New York
$431K – – –
KMWM
634
Keudell/Morrison Wealth Management
Oregon
$429K – – –
KC
635
Kingfisher Capital
North Carolina
$428K +$29.4K +775 +7%
PFC
636
Phocas Financial Corp
California
$424K +$419K +11,036 New
CA
637
CapWealth Advisors
Tennessee
$423K +$5.84K +154 +1%
BMCM
638
Bryn Mawr Capital Management
Pennsylvania
$420K – – –
GJCM
639
Grand Jean Capital Management
California
$420K – – –
BI
640
Ballast Inc
Kentucky
$419K +$36.4K +960 +10%
TWA
641
TCI Wealth Advisors
Arizona
$416K +$32.5K +856 +9%
SC
642
Stolper & Co
Oklahoma
$415K -$7.4K -195 -2%
WAP
643
Wealthcare Advisory Partners
Pennsylvania
$414K +$105K +2,774 +35%
CPO
644
Cerity Partners OCIO
New York
$410K -$10.7K -283 -3%
GTAM
645
Global Trust Asset Management
Florida
$410K -$6.26K -165 -2%
RMC
646
Resources Management Corp
Connecticut
$410K +$244K +6,420 +150%
MFW
647
Meristem Family Wealth
Minnesota
$404K – – –
DOA
648
D'Orazio & Associates
Virginia
$396K +$9.1K +240 +2%
WIA
649
World Investment Advisors
California
$396K +$107K +2,815 +37%
IIA
650
IPG Investment Advisors
California
$396K +$391K +10,305 New
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