We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
701
KFG Wealth Management
Indiana
$376K
PAG
702
Powers Advisory Group
Illinois
$376K -$199K -6,104 -34%
PCM
703
Princeton Capital Management
New Jersey
$374K +$51.1K +1,565 +15%
M&T Bank
704
M&T Bank
New York
$373K -$49K -1,500 -11%
FB
705
Fulton Bank
Pennsylvania
$372K
CWP
706
Core Wealth Partners
California
$372K
AA
707
AlphaCentric Advisors
Puerto Rico
$369K +$19.9K +608 +5%
TCM
708
TD Capital Management
Tennessee
$369K +$1.4K +43 +0.4%
LMKC
709
L.M. Kohn & Company
Ohio
$367K +$555 +17 +0.1%
NFA
710
Northwest Financial Advisors
Virginia
$367K +$6.63K +203 +2%
FMC
711
First Merchants Corp
Indiana
$366K -$14.7K -450 -4%
SP
712
SWS Partners
Ohio
$366K -$12.3K -378 -3%
SBH
713
Segall Bryant & Hamill
Illinois
$366K +$380K +11,635 New
JWCA
714
J.W. Coons Advisors
Ohio
$364K +$76.1K +2,330 +25%
PMG
715
ProVise Management Group
Florida
$362K -$25.4K -777 -6%
CFB
716
Cullen/Frost Bankers
Texas
$356K +$457 +14 +0.1%
TPWM
717
Twelve Points Wealth Management
Massachusetts
$353K -$103K -3,146 -22%
Koshinski Asset Management
718
Koshinski Asset Management
Illinois
$352K -$6.96K -213 -2%
FPW
719
Flywheel Private Wealth
California
$351K +$365K +11,175 New
CAWM
720
Capital Advisors Wealth Management
Washington
$351K +$19.9K +610 +6%
CCG
721
Coastwise Capital Group
California
$350K +$11K +337 +3%
AIM
722
Advyzon Investment Management
Illinois
$348K +$362K +11,079 New
PWA
723
Provenance Wealth Advisors
Florida
$348K +$50.2K +1,539 +16%
TPW
724
Tiller Private Wealth
Pennsylvania
$341K +$33K +1,010 +10%
MYIA
725
Mount Yale Investment Advisors
Colorado
$341K +$50.6K +1,550 +17%