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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
126
D.J. St. Germain
Massachusetts
$5.34M +$148K +3,865 +3%
SIC
127
Salem Investment Counselors
North Carolina
$5.17M -$47.8K -1,250 -0.9%
V
128
Veritable
Delaware
$4.95M -$94.8K -2,480 -2%
PFC
129
Phocas Financial Corp
California
$4.92M +$173K +4,533 +4%
AF
130
Affiance Financial
Minnesota
$4.92M -$158K -4,120 -3%
EDRH
131
Edmond de Rothschild Holding
Switzerland
$4.89M +$4.83M +126,298 New
NAM
132
NTV Asset Management
West Virginia
$4.88M +$117K +3,050 +2%
ANTB
133
AMG National Trust Bank
Colorado
$4.81M +$94.7K +2,478 +2%
EMA
134
Efficient Market Advisors
California
$4.73M +$11.3K +295 +0.2%
TPW
135
Tiller Private Wealth
Pennsylvania
$4.63M +$95.4K +2,496 +2%
FNBT
136
FineMark National Bank & Trust
Florida
$4.49M -$232K -6,060 -5%
NR
137
Newfound Research
Massachusetts
$4.43M +$2.81M +73,526 +179%
FIM
138
Foresters Investment Management
New York
$4.38M – – –
CBU
139
CIBC Bank USA
Illinois
$4.3M -$1.42M -37,117 -25%
WDA
140
Wendell David Associates
New Hampshire
$4.28M +$431K +11,280 +11%
HSA
141
HBK Sorce Advisory
Pennsylvania
$4.25M +$46.3K +1,212 +1%
RFC
142
Regions Financial Corp
Alabama
$4.2M -$2.04M -53,362 -33%
BCM
143
Brookstone Capital Management
Illinois
$4.09M +$1.75M +45,816 +77%
NC
144
NewSquare Capital
Pennsylvania
$4.06M +$624K +16,314 +18%
CT
145
Coastline Trust
Rhode Island
$4.02M +$79.9K +2,090 +2%
IWMPD
146
Integrated Wealth Management (Palm Desert)
California
$4.01M +$263K +6,866 +7%
PWW
147
Pettyjohn Wood & White
Virginia
$3.99M +$32.5K +850 +0.8%
HFM
148
Hartford Financial Management
Connecticut
$3.98M +$91.1K +2,382 +2%
FFEC
149
First Financial Equity Corporation
Arizona
$3.9M +$3.86M +100,881 New
SFP
150
Shepherd Financial Partners
Massachusetts
$3.88M -$88.6K -2,318 -2%
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6
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