We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
801
GPS Wealth Strategies Group
Colorado
$224K +$72.9K +1,922 +49%
DWM
802
Denver Wealth Management
Colorado
$224K +$233K +6,138 New
WDG
803
Wealth Dimensions Group
Ohio
$223K +$220K +5,806 New
PAM
804
Palisade Asset Management
Minnesota
$222K – – –
CIC
805
Carnegie Investment Counsel
Ohio
$220K +$19K +500 +10%
AA
806
AlphaCentric Advisors
Puerto Rico
$220K +$23.9K +629 +12%
H
807
HoyleCohen
California
$217K – – –
EWM
808
Executive Wealth Management
Michigan
$216K -$2.88K -76 -1%
LWM
809
Liberty Wealth Management
California
$215K – – –
BWM
810
Birchcreek Wealth Management
Ohio
$215K +$59.8K +1,576 +39%
CIA
811
Capital Investment Advisors
Georgia
$214K +$212K +5,581 New
IWM
812
IHT Wealth Management
Illinois
$213K -$43.5K -1,147 -17%
BI
813
Bramshill Investments
Florida
$213K +$211K +5,556 New
Calamos Advisors
814
Calamos Advisors
Illinois
$212K – – –
JAG
815
Journey Advisory Group
Kentucky
$212K – – –
JHCP
816
Jackson Hole Capital Partners
Oklahoma
$212K +$85K +2,240 +68%
CCA
817
Conestoga Capital Advisors
Pennsylvania
$212K +$210K +5,531 New
ACG
818
Allen Capital Group
Nebraska
$211K -$9.48K -250 -4%
FIM
819
Fernwood Investment Management
Massachusetts
$209K – – –
CWM
820
Concentrum Wealth Management
California
$207K -$103K -2,721 -34%
AA
821
Alesco Advisors
New York
$207K – – –
BFA
822
Beacon Financial Advisory
Ohio
$206K +$204K +5,366 New
9WM
823
9258 Wealth Management
Ohio
$204K -$11.8K -311 -6%
PWM
824
Palumbo Wealth Management
New York
$203K +$910 +24 +0.5%
SCM
825
Snow Capital Management
Pennsylvania
$203K +$200K +5,285 New