We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
801
Cary Street Partners Investment Advisory
Virginia
$189K -$193K -6,010 -50%
NEAM
802
New England Asset Management
Connecticut
$187K – – –
CSPAM
803
Cary Street Partners Asset Management
Virginia
$184K -$81.1K -2,525 -30%
WT
804
Washington Trust
Rhode Island
$180K -$2.12K -66 -1%
PFPT
805
Pinnacle Financial Partners (Tennessee)
Tennessee
$174K -$688K -21,411 -79%
FRA
806
Front Row Advisors
California
$171K +$7.1K +221 +4%
CFD
807
Creative Financial Designs
Indiana
$168K +$193 +6 +0.1%
FWM
808
Focused Wealth Management
New York
$167K +$32.2K +1,003 +23%
CT
809
Colonial Trust
South Carolina
$163K +$835 +26 +0.5%
ECM
810
Elgethun Capital Management
South Dakota
$159K +$1.57K +49 +1%
BWM
811
BerganKDV Wealth Management
Minnesota
$158K – – –
EWM
812
EPG Wealth Management
Georgia
$153K +$996 +31 +0.6%
CFO
813
CVA Family Office
Colorado
$153K – – –
PGAM
814
Princeton Global Asset Management
New Jersey
$153K +$16.1K +500 +11%
UB
815
UMB Bank
Missouri
$152K – – –
AAM
816
Advisors Asset Management
Colorado
$141K +$81.8K +2,546 +129%
CIAS
817
Capital Investment Advisory Services
North Carolina
$140K -$42.3K -1,316 -23%
FCA
818
Fortis Capital Advisors
Kansas
$130K -$12.8K -400 -9%
MFA
819
McClarren Financial Advisors
Pennsylvania
$128K +$1.48K +46 +1%
ACA
820
Atlas Capital Advisors
Wyoming
$127K -$442K -13,766 -77%
WP
821
WealthShield Partners
North Carolina
$125K +$129K +4,007 New
Nomura Asset Management
822
Nomura Asset Management
Japan
$124K – – –
OC
823
Oakworth Capital
Alabama
$117K – – –
SIS
824
Sound Income Strategies
Florida
$114K -$231K -7,189 -66%
SCA
825
Stonebridge Capital Advisors
Minnesota
$112K -$9.54K -297 -8%