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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
1001
Farmers & Merchants Investments Inc
Nebraska
$63K +$62.2K +1,600 New
PCFFS
1002
Pacific Center for Financial Services
California
$61K +$427 +11 +0.7%
PK
1003
Pflug Koory
Nebraska
$60K +$622 +16 +1%
HPC
1004
HM Payson & Co
Maine
$59K – – –
TC
1005
Truvestments Capital
Florida
$59K +$622 +16 +1%
CIA
1006
Choate Investment Advisors
Massachusetts
$59K +$58.3K +1,500 New
AF
1007
Affiance Financial
Minnesota
$56K – – –
LAS
1008
Lloyd Advisory Services
Georgia
$55K +$350 +9 +0.6%
GFPC
1009
Global Financial Private Client
Florida
$54.2K +$53.4K +1,375 New
WB
1010
Webster Bank
Connecticut
$50K +$28.8K +742 +143%
TFS
1011
TrustCore Financial Services
Tennessee
$49K – – –
CWS
1012
Confluence Wealth Services
Pennsylvania
$49K +$49.3K +1,268 New
CFRPA
1013
Castle Financial & Retirement Planning Associates
New Jersey
$49K +$51.7K +1,330 New
VRM
1014
Vectors Research Management
New York
$48K – – –
PP
1015
PrairieView Partners
Minnesota
$47K – – –
OSNBOA
1016
Old Second National Bank of Aurora
Illinois
$47K +$15.5K +400 +47%
BCPWM
1017
Bradley & Co Private Wealth Management
Florida
$45K – – –
LWA
1018
Lowe Wealth Advisors
Maryland
$44K – – –
BAM
1019
Bellevue Asset Management
Washington
$44K +$155 +4 +0.4%
BA
1020
Ballast Advisors
Minnesota
$44K +$466 +12 +1%
AA
1021
Addison Advisors
Vermont
$44K +$43.4K +1,118 New
RPCONE
1022
Retirement Planning Company of New England
Rhode Island
$43K +$42.7K +1,100 New
SC
1023
Solstein Capital
California
$42K – – –
BCV
1024
Banque Cantonale Vaudoise
Switzerland
$39K +$38.9K +1,000 New
CCM
1025
Covington Capital Management
California
$39K +$38.9K +1,000 New
39 40
41
42 43