We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
701
First Wilshire Securities Management
California
$377K -$9.68K -250 -3%
NFSG
702
Newbridge Financial Services Group
Florida
$377K +$136K +3,510 +58%
GKWIM
703
Gerber Kawasaki Wealth & Investment Management
California
$376K +$21.7K +560 +6%
OCPWS
704
One Charles Private Wealth Services
Massachusetts
$372K +$367K +9,463 New
OIA
705
Optimum Investment Advisors
Illinois
$369K -$11.6K -300 -3%
DAM
706
Derbend Asset Management
Georgia
$368K +$363K +9,363 New
GG
707
GenWealth Group
New Jersey
$367K
CCM
708
Chilton Capital Management
Texas
$366K -$24.1K -622 -6%
CWA
709
Clarus Wealth Advisors
Arizona
$365K
STA
710
Summit Trail Advisors
New York
$365K
TPM
711
Triasima Portfolio Management
Quebec, Canada
$358K
MWM
712
Meridian Wealth Management
Kentucky
$353K -$2.25K -58 -0.6%
HW
713
Hancock Whitney
Mississippi
$351K -$15.3K -394 -4%
APW
714
Austin Private Wealth
Texas
$344K -$7.05K -182 -2%
ECG
715
Edge Capital Group
Georgia
$342K -$387K -9,997 -53%
GP
716
Girard Partners
Pennsylvania
$342K -$36.7K -947 -10%
WEPOG
717
Wealth Enhancement & Preservation of GA
Georgia
$342K +$20.7K +534 +7%
CIAS
718
CBIZ Investment Advisory Services
Ohio
$339K
AA
719
Ancora Advisors
Ohio
$338K +$101K +2,613 +44%
ACP
720
Ashfield Capital Partners
California
$337K -$18.4K -475 -5%
Vanguard Capital Wealth Advisors
721
Vanguard Capital Wealth Advisors
Colorado
$334K -$395K -10,197 -55%
HB
722
Homrich & Berg
Georgia
$334K +$329K +8,494 New
CFO
723
CVA Family Office
Colorado
$333K
UBV
724
United Bank (Virginia)
Virginia
$327K +$89.6K +2,313 +39%
GJIC
725
Gamble Jones Investment Counsel
California
$325K