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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
701
Nations Financial Group
Iowa
$212K +$209K +5,808 New
H
702
HoyleCohen
California
$211K – – –
PAM
703
Palisade Asset Management
Minnesota
$211K – – –
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$210K -$129K -3,584 -38%
CFD
705
Creative Financial Designs
Indiana
$208K -$79.1K -2,199 -28%
LWM
706
Liberty Wealth Management
California
$206K +$792 +22 +0.4%
PWSG
707
Pacific Wealth Strategies Group
California
$202K +$200K +5,547 New
BWA
708
Beam Wealth Advisors
Louisiana
$201K -$22.5K -625 -10%
LFG
709
LifePlan Financial Group
Ohio
$199K -$2.41K -67 -1%
FWM
710
Focused Wealth Management
New York
$194K -$6.04K -168 -3%
AA
711
AlphaCentric Advisors
Puerto Rico
$187K +$185K +5,131 New
HCP
712
Hexagon Capital Partners
Arkansas
$166K +$165K +4,585 New
AWA
713
Artemis Wealth Advisors
New York
$164K +$111K +3,098 +222%
TFGT
714
TS Financial Group (TSFG)
Illinois
$161K +$94.9K +2,638 +148%
GI
715
Gradient Investments
Minnesota
$160K – – –
TCM
716
TD Capital Management
Tennessee
$156K +$45.5K +1,264 +42%
AII
717
AGF Investments Inc
Ontario, Canada
$148K – – –
OC
718
Oakworth Capital
Alabama
$137K +$32.4K +900 +32%
NFSG
719
Newbridge Financial Services Group
Florida
$136K +$135K +3,739 New
SBSB
720
Sullivan, Bruyette, Speros & Blaney
Virginia
$135K +$133K +3,700 New
HWA
721
HHM Wealth Advisors
Tennessee
$134K – – –
DOA
722
D'Orazio & Associates
Virginia
$126K – – –
JHCP
723
Jackson Hole Capital Partners
Oklahoma
$120K – – –
MRCM
724
M&R Capital Management
New Jersey
$112K – – –
CH
725
Canton Hathaway
Rhode Island
$109K – – –
27 28
29
30 31