We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$370K +$64 +2 +0%
AA
702
AlphaCentric Advisors
Puerto Rico
$370K -$676 -21 -0.2%
CAGAS
703
Capital Advisory Group Advisory Services
Minnesota
$368K – – –
KJWM
704
Kiley Juergens Wealth Management
Washington
$368K +$356K +11,072 New
CCB
705
Country Club Bank
Missouri
$367K +$115K +3,575 +48%
BFA
706
Bragg Financial Advisors
North Carolina
$366K – – –
JWBC
707
J.W. Burns & Co
New York
$363K -$163K -5,052 -32%
WP
708
WealthPLAN Partners
Nebraska
$363K +$6.12K +190 +2%
CWM
709
Chemistry Wealth Management
New York
$359K – – –
CCG
710
Coastwise Capital Group
California
$359K -$74.8K -2,324 -18%
WT
711
Washington Trust
Rhode Island
$353K – – –
CFS
712
CRA Financial Services
New Jersey
$351K +$340K +10,565 New
CAWM
713
Capital Advisors Wealth Management
Washington
$350K -$33.5K -1,040 -9%
CCFM
714
Clear Creek Financial Management
Washington
$348K -$6.73K -209 -2%
IFA
715
Interactive Financial Advisors
Illinois
$348K -$41.1K -1,276 -11%
DWT
716
Dorsey & Whitney Trust
South Dakota
$347K -$290 -9 -0.1%
ABC
717
Associated Banc-Corp
Wisconsin
$344K -$12.9K -400 -4%
PCM
718
Princeton Capital Management
New Jersey
$344K -$6.02K -187 -2%
LWMM
719
Legacy Wealth Management (Mississippi)
Mississippi
$343K +$332K +10,327 New
TWC
720
TD Waterhouse Canada
Ontario, Canada
$342K +$96.5K +2,999 +41%
MWA
721
Midland Wealth Advisors
Illinois
$342K +$331K +10,285 New
AWM
722
Atticus Wealth Management
Florida
$341K +$3.09K +96 +0.9%
BC
723
Barrett & Company
Rhode Island
$340K +$20.9K +648 +7%
AFS
724
AFG Fiduciary Services
Massachusetts
$340K +$13.7K +427 +4%
KOMWMG
725
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$339K -$140K -4,347 -30%
27 28
29
30 31