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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
701
Archer Investment Corporation
Indiana
$509K – – –
CWM
702
Collaborative Wealth Management
Florida
$507K +$500K +12,866 New
FFS
703
Founders Financial Securities
Maryland
$505K -$953K -24,510 -66%
VHAM
704
Van Hulzen Asset Management
California
$505K +$10.4K +267 +2%
ECG
705
Edge Capital Group
Georgia
$505K +$289K +7,437 +139%
BB
706
Bell Bank
North Dakota
$504K -$135K -3,475 -21%
CCMW
707
Cypress Capital Management (Wyoming)
Wyoming
$504K – – –
SC
708
Stolper & Co
Oklahoma
$501K +$35.6K +916 +8%
WF
709
Warner Financial
Maryland
$500K +$492K +12,668 New
SG
710
Somerset Group
Minnesota
$499K – – –
HGERS
711
Householder Group Estate & Retirement Specialist
Arizona
$499K +$491K +12,644 New
SCM
712
Schnieders Capital Management
California
$493K -$7.77K -200 -2%
CH
713
Canton Hathaway
Rhode Island
$493K – – –
KP
714
Keel Point
Alabama
$491K -$441K -11,352 -48%
RG
715
Rathbones Group
United Kingdom
$490K – – –
CSA
716
Cottage Street Advisors
Massachusetts
$490K +$29.7K +764 +7%
ZIG
717
Zullo Investment Group
Pennsylvania
$484K +$477K +12,277 New
IWP
718
Icon Wealth Partners
Texas
$482K +$9.4K +242 +2%
WTC
719
WhitTier Trust Company
Nevada
$481K +$12K +309 +3%
SPFA
720
Summit Place Financial Advisors
New Jersey
$479K +$88.4K +2,275 +23%
WP
721
WealthSource Partners
California
$479K +$118K +3,032 +33%
PCWA
722
Pacific Capital Wealth Advisors
California
$475K +$777 +20 +0.2%
CIC
723
Carnegie Investment Counsel
Ohio
$475K +$236K +6,077 +102%
MGIA
724
Moneta Group Investment Advisors
Missouri
$474K +$124K +3,183 +36%
ISL
725
Ingalls & Snyder LLC
New York
$473K -$76.3K -1,963 -14%
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