We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
101
Biltmore Capital Advisors
New Jersey
$8.03M -$217K -5,820 -3%
UIC
102
Uniplan Investment Counsel
Wisconsin
$7.94M +$917K +24,578 +13%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.9M +$3.03M +81,280 +63%
VFA
104
Voya Financial Advisors
Connecticut
$7.82M -$199K -5,346 -2%
Bank of New York Mellon
105
Bank of New York Mellon
New York
$7.79M -$5.02M -134,597 -39%
KWM
106
Keebeck Wealth Management
Illinois
$7.56M +$7.5M +201,057 New
CA
107
Cetera Advisors
Colorado
$7.46M -$380K -10,193 -5%
SFG
108
Sowa Financial Group
Rhode Island
$7.33M +$7.27M +194,991 New
HFRG
109
Houlihan Financial Resource Group
Virginia
$7.1M +$7.04M +188,802 New
WCM
110
Windsor Capital Management
Arizona
$6.95M -$35K -939 -0.5%
KOMWMG
111
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.95M +$6.9M +184,915 New
QWM
112
Quaker Wealth Management
New Jersey
$6.68M +$6.63M +177,794 New
FAAS
113
First Allied Advisory Services
California
$6.42M +$720K +19,306 +13%
CS
114
Credit Suisse
Switzerland
$6.38M -$12.4M -333,010 -66%
Franklin Resources
115
Franklin Resources
California
$6.33M +$3.17K +85 +0.1%
SDAM
116
Shulman DeMeo Asset Management
New York
$6.16M +$208K +5,573 +4%
FM
117
Family Management
New York
$5.91M +$754K +20,219 +15%
CWS
118
Cypress Wealth Services
California
$5.88M +$211K +5,649 +4%
GIM
119
Guild Investment Management
California
$5.83M +$5.53M +148,150 +2,147%
SWP
120
Stratos Wealth Partners
Ohio
$5.75M +$135K +3,628 +2%
PFS
121
Prospera Financial Services
Texas
$5.67M +$1.89M +50,692 +51%
PCM
122
Palouse Capital Management
Washington
$5.62M -$247K -6,630 -4%
DWM
123
Dakota Wealth Management
Florida
$5.59M -$73.3K -1,966 -1%
WDA
124
Wendell David Associates
New Hampshire
$5.54M -$374K -10,025 -6%
ClearBridge Investments
125
ClearBridge Investments
New York
$5.52M -$489K -13,100 -8%