We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
776
Carroll Financial Associates
North Carolina
$248K +$20.2K +532 +9%
CFA
777
Capstone Financial Advisors
Illinois
$247K +$1.33K +35 +0.5%
BWM
778
Benchmark Wealth Management
Connecticut
$246K – – –
APW
779
Aurora Private Wealth
New Jersey
$243K -$69.5K -1,833 -22%
SPFA
780
Summit Place Financial Advisors
New Jersey
$240K +$237K +6,250 New
SWM
781
Segment Wealth Management
Texas
$239K – – –
IWP
782
Innova Wealth Partners
Pennsylvania
$237K -$948 -25 -0.4%
CA
783
Crewe Advisors
Utah
$237K – – –
Luther King Capital Management (LKCM)
784
Luther King Capital Management (LKCM)
Texas
$237K – – –
EAM
785
Evanson Asset Management
California
$236K -$114 -3 -0%
SSCA
786
South Shore Capital Advisors
Massachusetts
$236K +$233K +6,143 New
RRA
787
Round Rock Advisors
Connecticut
$235K -$15.8K -416 -6%
NFSG
788
Newbridge Financial Services Group
Florida
$233K +$81.9K +2,160 +55%
KFP
789
KMG Fiduciary Partners
Ohio
$231K +$3K +79 +1%
AA
790
Ancora Advisors
Ohio
$230K -$15.1K -397 -6%
IIM
791
Ipswich Investment Management
Massachusetts
$230K – – –
RMAM
792
Raab & Moskowitz Asset Management
New Jersey
$230K – – –
UBV
793
United Bank (Virginia)
Virginia
$230K – – –
QC
794
QCM Cayman
Texas
$229K +$17.6K +463 +8%
BFA
795
Beaumont Financial Advisors
Massachusetts
$228K -$328K -8,649 -59%
MHS
796
M Holdings Securities
Oregon
$228K +$225K +5,943 New
FNBOO
797
First National Bank of Omaha
Nebraska
$227K -$91K -2,400 -29%
NWM
798
Northwest Wealth Management
Iowa
$227K -$15.8K -417 -7%
ABC
799
Associated Banc-Corp
Wisconsin
$225K -$93.1K -2,455 -26%
LIM
800
Leavell Investment Management
Alabama
$224K – – –