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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
651
TrueWealth LLC
Georgia
$50K +$22.9K +636 +87%
PI
652
PineBridge Investments
New York
$49K -$9.28M -258,300 -99%
PGWM
653
Parisi Gray Wealth Management
New Jersey
$47K – – –
BHWM
654
Bay Harbor Wealth Management
Maryland
$46K -$503 -14 -1%
ADL
655
Asset Dedication LLC
California
$44K +$43.1K +1,200 New
WHG
656
Westwood Holdings Group
Texas
$44K +$43.1K +1,200 New
AIM
657
Axiom Investment Management
New York
$40K +$39.6K +1,103 New
MSA
658
Marino Stram & Associates
Massachusetts
$39K – – –
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$180 +5 +0.5%
PK
660
Pflug Koory
Nebraska
$37K +$359 +10 +1%
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$11.6K +323 +48%
TCM
662
TD Capital Management
Tennessee
$33K +$1.8K +50 +6%
IWA
663
Intercontinental Wealth Advisors
Texas
$31K -$26.9K -750 -47%
BWL
664
Bogart Wealth LLC
Virginia
$31K +$21.7K +603 +244%
CFB
665
Cullen/Frost Bankers
Texas
$30K +$29K +808 New
SIM
666
Sonora Investment Management
Arizona
$29K +$28.2K +784 New
TRCT
667
Tower Research Capital (TRC)
New York
$29K +$28.7K +800 New
SHIM
668
Stone House Investment Management
Pennsylvania
$29K +$28.8K +802 New
LWANC
669
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$10.8K +300 +75%
WAM
670
Wakefield Asset Management
Colorado
$24K -$1.54M -42,821 -98%
BBA
671
Braun-Bostich & Associates
Pennsylvania
$24K – – –
HR
672
Howe & Rusling
New York
$22K – – –
PCFFS
673
Pacific Center for Financial Services
California
$20K – – –
LYV
674
Live Your Vision
Pennsylvania
$20K +$20.5K +571 New
FMP
675
Financial Management Professionals
Texas
$18K – – –
25 26
27
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