We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
376
Laurel Wealth Advisors (California)
California
$580K +$55.2K +1,384 +10%
DCM
377
Delta Capital Management
New Jersey
$573K +$70.6K +1,770 +14%
CLOS
378
Compagnie Lombard Odier SCmA
Switzerland
$567K +$253K +6,350 +79%
TWA
379
TCI Wealth Advisors
Arizona
$555K -$15K -375 -3%
BBA
380
BLB&B Advisors
Pennsylvania
$554K +$96.8K +2,425 +21%
SWA
381
SFMG Wealth Advisors
Texas
$534K +$253K +6,350 +89%
CANC
382
Culbertson A N & Co
Virginia
$531K +$316K +7,915 +143%
PMFA
383
Plante Moran Financial Advisors
Michigan
$530K +$150K +3,769 +39%
SMC
384
Smith, Moore & Co
Missouri
$523K +$8.18K +205 +2%
IHL
385
Investment House LLC
California
$521K +$24.9K +625 +5%
CFA
386
Capstone Financial Advisors
Illinois
$516K -$7.74K -194 -1%
RT
387
Rockland Trust
Massachusetts
$516K +$6.62K +166 +1%
Citadel Advisors
388
Citadel Advisors
Florida
$515K -$295K -7,391 -36%
IFA
389
Interactive Financial Advisors
Illinois
$515K +$93.6K +2,347 +22%
SGCA
390
Steel Grove Capital Advisors
Tennessee
$511K – – –
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$510K +$237K +5,941 +85%
ACM
392
Avalon Capital Management
California
$505K – – –
ST
393
Smithfield Trust
Pennsylvania
$500K -$21.7K -544 -4%
SIG
394
Stanford Investment Group
California
$490K – – –
BWP
395
Baldwin Wealth Partners
Massachusetts
$486K – – –
UF
396
Univest Financial
Pennsylvania
$483K -$19.6K -491 -4%
PWMAG
397
Pinnacle Wealth Management Advisory Group
New Jersey
$471K +$26.5K +665 +6%
3AM
398
3D Asset Management
Connecticut
$469K -$15.8K -396 -3%
AMM
399
American Money Management
California
$466K – – –
VA
400
Valmark Advisers
Ohio
$463K -$2.47K -62 -0.5%