We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
426
Cherry Tree Wealth Management
Minnesota
$978K +$8.57K +287 +0.9%
BOM
427
Bank of Marin
California
$974K -$145K -4,865 -13%
SCA
428
Stokes Capital Advisors
South Carolina
$969K +$258K +8,631 +38%
BSW
429
Buckingham Strategic Wealth
Missouri
$962K +$37.5K +1,255 +4%
ML
430
McAdam LLC
Pennsylvania
$961K +$696K +23,310 +311%
MWM
431
Modera Wealth Management
New Jersey
$953K -$150K -5,009 -14%
GFS
432
GYL Financial Synergies
Connecticut
$950K +$308K +10,294 +51%
SFS
433
Sowell Financial Services
Arkansas
$940K -$335K -11,201 -27%
TI
434
Tidal Investments
Wisconsin
$937K +$898K +30,054 New
FHB
435
First Hawaiian Bank
Hawaii
$937K -$2.6K -87 -0.3%
CIA
436
Concurrent Investment Advisors
Florida
$936K +$897K +30,022 New
NAG
437
Northstar Advisory Group
New Jersey
$931K +$15.6K +522 +2%
CFA
438
Camarda Financial Advisors
Florida
$929K +$890K +29,785 New
HI
439
Harbour Investments
Wisconsin
$916K +$6.04K +202 +0.7%
Vanguard Group
440
Vanguard Group
Pennsylvania
$915K -$24.9K -835 -3%
LWM
441
LongView Wealth Management
Georgia
$904K +$860K +28,779 New
RWM
442
Ritholtz Wealth Management
New York
$899K -$180K -6,041 -17%
EDRH
443
Edmond de Rothschild Holding
Switzerland
$896K -$241K -8,063 -22%
HTC
444
Haverford Trust Company
Pennsylvania
$893K
IAN
445
Integrated Advisors Network
Texas
$887K -$308K -10,315 -27%
ES
446
Eagle Strategies
New York
$885K -$264K -8,837 -24%
AA
447
Aire Advisors
California
$882K +$634K +21,215 +300%
CFG
448
Carr Financial Group
Massachusetts
$865K -$2.84K -95 -0.3%
BC
449
Bartlett & Co
Ohio
$859K -$100K -3,362 -11%
BCWM
450
Bartlett & Co Wealth Management
Ohio
$859K -$100K -3,362 -11%