We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
651
Easterly Investment Partners
Massachusetts
$360K – – –
FHC
652
First Heartland Consultants
Missouri
$359K +$280 +9 +0.1%
WTC
653
WhitTier Trust Company
Nevada
$354K -$119K -3,830 -25%
TCM
654
TD Capital Management
Tennessee
$354K +$997 +32 +0.3%
NAS
655
NWF Advisory Services
California
$354K +$810 +26 +0.2%
SMC
656
Smith, Moore & Co
Missouri
$354K -$20K -643 -5%
AP
657
Americana Partners
Texas
$350K +$99K +3,180 +38%
Financial Engines Advisors
658
Financial Engines Advisors
California
$350K +$57.6K +1,848 +19%
MCA
659
Magnolia Capital Advisors
Mississippi
$349K -$51.1K -1,642 -13%
PCA
660
Pallas Capital Advisors
Massachusetts
$348K – – –
ABC
661
Associated Banc-Corp
Wisconsin
$348K -$131K -4,208 -27%
SFS
662
Sowell Financial Services
Arkansas
$344K +$73.7K +2,367 +27%
CA
663
CoreCap Advisors
Michigan
$340K -$45.7K -1,468 -12%
EWA
664
EP Wealth Advisors
California
$338K +$345K +11,084 New
TA
665
TrueWealth Advisors
Alabama
$336K +$11.7K +375 +4%
VWM
666
Vigilare Wealth Management
Arizona
$335K +$85K +2,729 +33%
PRP
667
Peak Retirement Planning
Ohio
$335K +$134K +4,300 +64%
RF
668
Robbins Farley
New Hampshire
$335K +$8.29K +266 +2%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$334K +$168K +5,400 +97%
CW
670
Cornerstone Wealth
Tennessee
$333K +$109K +3,500 +47%
CA
671
Continuum Advisory
Idaho
$331K +$1.09K +35 +0.3%
SG
672
StoneX Group
New York
$329K -$468K -15,034 -58%
SW
673
SkyOak Wealth
Michigan
$328K +$93 +3 +0%
WE
674
Wealth Effects
Massachusetts
$328K +$21.7K +697 +7%
EIA
675
Edgemoor Investment Advisors
Maryland
$325K – – –