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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
626
Venture Visionary Partners
Ohio
$509K +$25.2K +650 +5%
BWM
627
BerganKDV Wealth Management
Minnesota
$508K +$23.2K +600 +5%
AIC
628
Archer Investment Corporation
Indiana
$507K – – –
HCIA
629
Hochman Cole Investment Advisors
Illinois
$506K -$39.3K -1,014 -7%
RG
630
Retirement Group
California
$506K +$40.9K +1,055 +9%
DBT
631
Dubuque Bank & Trust
Iowa
$503K -$19.4K -500 -4%
CCMW
632
Cypress Capital Management (Wyoming)
Wyoming
$503K – – –
LWA
633
Lenox Wealth Advisors
New York
$503K – – –
SG
634
Somerset Group
Minnesota
$498K – – –
VHAM
635
Van Hulzen Asset Management
California
$498K +$17.3K +446 +4%
UR
636
USCA RIA
Texas
$492K -$24.6K -635 -5%
HCP
637
Hexagon Capital Partners
Arkansas
$491K +$224K +5,784 +86%
RG
638
Rathbones Group
United Kingdom
$489K -$244K -6,300 -34%
SCM
639
Schnieders Capital Management
California
$488K -$2.4K -62 -0.5%
EW
640
Evoke Wealth
California
$488K +$143K +3,700 +43%
BFG
641
Beacon Financial Group
Texas
$487K -$2.26M -58,359 -82%
PCWA
642
Pacific Capital Wealth Advisors
California
$473K +$697 +18 +0.1%
GIA
643
Granite Investment Advisors
New Hampshire
$472K – – –
SC
644
Scotia Capital
Ontario, Canada
$469K +$122K +3,153 +36%
GLA
645
Good Life Advisors
Pennsylvania
$468K -$110K -2,850 -19%
WTC
646
WhitTier Trust Company
Nevada
$465K +$4.88K +126 +1%
IWP
647
Icon Wealth Partners
Texas
$463K +$65.8K +1,700 +17%
AWA
648
AmeriServ Wealth Advisors
Pennsylvania
$461K -$83.7K -2,162 -16%
ADBIC
649
A.D. Beadell Investment Counsel
Wisconsin
$459K -$44.5K -1,150 -9%
UMC
650
United Maritime Capital
New York
$452K +$58.1K +1,500 +15%
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