We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$20.9M +$1.41M +44,318 +7%
CAN
52
Cetera Advisor Networks
California
$20.6M +$1.55M +48,616 +8%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$19.8M +$299K +9,373 +2%
CWM
54
Congress Wealth Management
Massachusetts
$19.7M -$1.41M -44,273 -7%
HighTower Advisors
55
HighTower Advisors
Illinois
$19.5M +$1.5M +46,934 +8%
MML Investors Services
56
MML Investors Services
Massachusetts
$18.5M +$653K +20,493 +4%
Marshall Wace
57
Marshall Wace
United Kingdom
$18.4M +$5.1M +160,100 +39%
CTB
58
Country Trust Bank
Illinois
$18.3M – – –
FMLI
59
Fukoku Mutual Life Insurance
Japan
$18.3M – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$17.1M +$851K +26,704 +5%
Cerity Partners
61
Cerity Partners
New York
$16.3M +$1.3M +40,856 +9%
SAM
62
SP Asset Management
California
$16.1M -$4.82M -151,145 -23%
TFA
63
Tobias Financial Advisors
Florida
$15.7M +$391K +12,251 +3%
FBB
64
Fulton Breakefield Broenniman
Maryland
$15.6M +$576K +18,054 +4%
FWP
65
Falcon Wealth Planning
California
$14.8M +$2.8M +87,953 +24%
Citigroup
66
Citigroup
New York
$14.3M +$1.2M +37,682 +9%
AMG
67
Advisors Management Group
Wisconsin
$14.1M +$457K +14,350 +3%
CA
68
Cetera Advisors
Colorado
$14.1M +$5.14M +161,119 +58%
PFA
69
Pure Financial Advisors
California
$13.9M +$842K +26,426 +7%
KAS
70
Kestra Advisory Services
Texas
$13.8M +$899K +28,205 +7%
SCTC
71
Sanibel Captiva Trust Company
Florida
$13.8M -$2.13M -66,915 -14%
GWM
72
GDS Wealth Management
Texas
$13.8M +$2.02M +63,272 +17%
R
73
Rebalance
California
$13.3M -$630K -19,777 -5%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$12.6M +$1.68M +52,678 +16%
CI
75
Conning Inc
Connecticut
$12.6M – – –