We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
426
Waters Parkerson & Co
Louisiana
$201K +$199K +5,000 New
PMFA
427
Plante Moran Financial Advisors
Michigan
$180K +$56.3K +1,412 +46%
CPIG
428
Chicago Partners Investment Group
Illinois
$177K +$6.22K +156 +4%
CAL
429
Capital Advisors Ltd
Ohio
$175K – – –
RFA
430
Reilly Financial Advisors
California
$167K +$38.5K +965 +30%
SG Americas Securities
431
SG Americas Securities
New York
$166K – – –
AA
432
Apriem Advisors
California
$160K +$43.4K +1,090 +37%
WCM
433
Wealthcare Capital Management
Virginia
$157K +$156K +3,918 New
HPBT
434
High Point Bank & Trust
North Carolina
$142K – – –
BBHC
435
Brown Brothers Harriman & Co
New York
$131K -$17.9K -448 -12%
PSC
436
Prentiss Smith & Co
Vermont
$126K +$45.8K +1,150 +58%
1832 Asset Management
437
1832 Asset Management
Ontario, Canada
$124K +$67.1K +1,684 +119%
EAMA
438
EFG Asset Management (Americas)
Florida
$120K -$75.8K -1,903 -39%
HCM
439
Horrell Capital Management
Arkansas
$107K – – –
FWM
440
Focused Wealth Management
New York
$103K +$17.7K +444 +21%
MA
441
MCF Advisors
Kentucky
$100K – – –
GT
442
Glenmede Trust
Pennsylvania
$92K -$87.7K -2,200 -49%
FAM
443
Formidable Asset Management
Ohio
$87K – – –
MAM
444
Meeder Asset Management
Ohio
$87K – – –
WA
445
Waverly Advisors
Alabama
$87K +$86.4K +2,167 New
AWM
446
AllSquare Wealth Management
New York
$72K – – –
JAM
447
JCIC Asset Management
Ontario, Canada
$64K – – –
LWM
448
LBA Wealth Management
Florida
$63K +$23.1K +580 +58%
LWA
449
Lowe Wealth Advisors
Maryland
$56K – – –
OSNBOA
450
Old Second National Bank of Aurora
Illinois
$55K +$30.9K +775 +129%