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
CAWM
751
Capital Advisors Wealth Management
Washington
$282K -$263K -8,802 -49%
QFA
752
Quantum Financial Advisors
California
$281K – – –
CWM
753
Connecticut Wealth Management
Connecticut
$280K -$52.3K -1,750 -16%
EIP
754
Ellis Investment Partners
Pennsylvania
$277K +$266K +8,890 New
OFG
755
Omega Financial Group
California
$275K +$27.2K +910 +11%
VWA
756
VERITY Wealth Advisors
United States
$275K +$263K +8,820 New
CAAS
757
Capital Asset Advisory Services
Michigan
$272K +$260K +8,705 New
TPW
758
Transatlantique Private Wealth
New York
$271K +$260K +8,693 New
KS
759
Karpas Strategies
Connecticut
$268K +$329 +11 +0.1%
LWANC
760
Laurel Wealth Advisors (North Carolina)
North Carolina
$268K – – –
FNB
761
Farmers National Bank
Kentucky
$266K -$107K -3,585 -30%
PI
762
PFG Investments
New York
$265K +$254K +8,505 New
BWAM
763
Boyd Watterson Asset Management
Ohio
$264K -$20.6K -688 -8%
PIA
764
Perennial Investment Advisors
California
$262K -$8.39K -281 -3%
IW
765
Instrumental Wealth
Florida
$260K +$13.4K +448 +6%
PWMAG
766
Pinnacle Wealth Management Advisory Group
New Jersey
$257K +$7.92K +265 +3%
NWM
767
Northwest Wealth Management
Iowa
$257K -$44.8K -1,499 -15%
DWA
768
Douglass Winthrop Advisors
New York
$256K +$23.9K +800 +11%
JFGIW
769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K -$36.1K -1,210 -13%
HCA
770
Harbour Capital Advisors
Virginia
$255K -$4.78K -160 -2%
AWM
771
Avior Wealth Management
Nebraska
$254K -$195K -6,525 -44%
COCM
772
Charter Oak Capital Management
New Hampshire
$254K -$66.2K -2,216 -21%
AA
773
Ancora Advisors
Ohio
$253K -$81.2K -2,719 -25%
OIA
774
Optimum Investment Advisors
Illinois
$250K – – –
TNBTD
775
Trustmark National Bank Trust Department
Mississippi
$248K -$36.7K -1,230 -13%
29 30
31
32 33