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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
651
AlphaCentric Advisors
Puerto Rico
$471K +$241K +6,148 +103%
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$467K -$59.2K -1,509 -11%
PCWA
653
Pacific Capital Wealth Advisors
California
$467K +$667 +17 +0.1%
SC
654
Scotia Capital
Ontario, Canada
$467K +$4.43K +113 +0.9%
GIA
655
Granite Investment Advisors
New Hampshire
$466K – – –
IWP
656
Icon Wealth Partners
Texas
$465K +$8.36K +213 +2%
NFSG
657
Newbridge Financial Services Group
Florida
$465K +$94.4K +2,407 +25%
FNT
658
First Nebraska Trust
Nebraska
$465K +$24.1K +614 +5%
WTC
659
WhitTier Trust Company
Nevada
$461K +$2.82K +72 +0.6%
FNWM
660
Financial Network Wealth Management
Utah
$459K +$241K +6,142 +108%
SC
661
Stolper & Co
Oklahoma
$458K +$35.7K +910 +8%
CSA
662
Cottage Street Advisors
Massachusetts
$453K -$54.8K -1,397 -11%
ADBIC
663
A.D. Beadell Investment Counsel
Wisconsin
$453K – – –
JWA
664
JFS Wealth Advisors
Pennsylvania
$450K -$86.7K -2,210 -16%
KM
665
Kalos Management
Georgia
$449K +$36.6K +933 +9%
SWA
666
Stratos Wealth Advisors
Ohio
$448K +$145K +3,701 +47%
GSEP
667
Golden State Equity Partners
California
$447K -$112K -2,848 -20%
PO
668
Private Ocean
California
$447K +$320K +8,150 +241%
PFC
669
Phocas Financial Corp
California
$446K – – –
TF
670
TimeScale Financial
Massachusetts
$442K +$2K +51 +0.5%
MCA
671
Magnolia Capital Advisors
Mississippi
$442K +$56.6K +1,444 +15%
COCM
672
Charter Oak Capital Management
New Hampshire
$442K +$60.8K +1,550 +16%
KC
673
Kingfisher Capital
North Carolina
$441K +$4.83K +123 +1%
QC
674
QCM Cayman
Texas
$437K +$173K +4,421 +65%
HCIA
675
Hochman Cole Investment Advisors
Illinois
$436K -$63.8K -1,626 -13%
25 26
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