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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
626
Ballentine Partners
Massachusetts
$382K – – –
HIA
627
Harbor Investment Advisory
Maryland
$382K – – –
SG
628
Somerset Group
Minnesota
$381K – – –
EP
629
Edgestream Partners
New Jersey
$380K +$385K +12,591 New
BB
630
Bell Bank
North Dakota
$378K +$18.6K +608 +5%
ABC
631
Associated Banc-Corp
Wisconsin
$372K -$4.58K -150 -1%
GWM
632
Greenwich Wealth Management
Connecticut
$367K – – –
HCP
633
Hexagon Capital Partners
Arkansas
$366K – – –
CWP
634
Core Wealth Partners
California
$366K – – –
FNB
635
Farmers National Bank
Kentucky
$365K – – –
GA
636
Greytown Advisors
Florida
$365K +$83.8K +2,740 +29%
RG
637
Rathbones Group
United Kingdom
$357K -$16K -525 -4%
FB
638
Fulton Bank
Pennsylvania
$357K -$50.2K -1,642 -12%
WP
639
WealthPLAN Partners
Nebraska
$356K -$74.4K -2,435 -17%
CL
640
Choreo LLC
Illinois
$356K -$103K -3,355 -22%
WIM
641
WealthPlan Investment Management
Nebraska
$353K +$133K +4,363 +59%
AAM
642
Advisors Asset Management
Colorado
$353K +$120K +3,923 +50%
KWM
643
KFG Wealth Management
Indiana
$353K +$54.6K +1,786 +18%
CAG
644
Crestwood Advisors Group
Massachusetts
$353K +$357K +11,695 New
SP
645
SWS Partners
Ohio
$352K – – –
TC
646
TAGStone Capital
North Carolina
$350K +$5.38K +176 +2%
WPC
647
Wedmont Private Capital
Pennsylvania
$343K +$5.35K +175 +2%
BFG
648
Beacon Financial Group
Texas
$341K -$17.9K -586 -5%
CRC
649
Curi RMB Capital
Illinois
$336K – – –
KLCM
650
KG&L Capital Management
Louisiana
$334K +$339K +11,089 New
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