We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GL
126
Graypoint LLC
New York
$5.86M +$2.74M +84,051 +82%
GCA
127
Greenwood Capital Associates
South Carolina
$5.83M -$1.79M -54,700 -23%
DC
128
Davenport & Co
Virginia
$5.68M +$806K +24,688 +16%
Lido Advisors
129
Lido Advisors
California
$5.66M -$1.68M -51,558 -22%
CFP
130
Curran Financial Partners
South Carolina
$5.66M +$597K +18,272 +11%
DLCIG
131
D.L. Carlson Investment Group
New Hampshire
$5.63M -$64.1K -1,963 -1%
BHWA
132
Beacon Harbor Wealth Advisors
Virginia
$5.59M +$260K +7,957 +5%
EWA
133
Exencial Wealth Advisors
Oklahoma
$5.57M -$219K -6,694 -4%
QIM
134
Quest Investment Management
Oregon
$5.56M -$17.2K -528 -0.3%
AssetMark Inc
135
AssetMark Inc
California
$5.54M +$5.75K +176 +0.1%
KTC
136
Kentucky Trust Company
Kentucky
$5.48M +$5.69M +174,207 New
CA
137
Crewe Advisors
Utah
$5.47M -$92.5K -2,832 -2%
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$5.39M -$251K -7,699 -4%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$5.33M +$171K +5,230 +3%
AWM
140
Apollon Wealth Management
South Carolina
$5.31M +$585K +17,902 +12%
FAP
141
Financial Advisory Partners
Florida
$5.31M -$343K -10,519 -6%
HFRG
142
Houlihan Financial Resource Group
Virginia
$5.28M -$17K -520 -0.3%
BFC
143
Blue Fin Capital
Rhode Island
$5.22M +$20.5K +629 +0.4%
BAM
144
BOS Asset Management
Illinois
$5.21M +$256K +7,845 +5%
IFPG
145
Intrepid Financial Planning Group
Indiana
$5.2M -$299K -9,150 -5%
CC
146
Courier Capital
New York
$5.14M +$2.03M +62,041 +61%
RIS
147
Richmond Investment Services
Wisconsin
$5.02M +$5.21M +159,719 New
WA
148
Waverly Advisors
Alabama
$4.99M -$90.6K -2,775 -2%
OC
149
Oppenheimer & Co
New York
$4.98M -$184K -5,636 -3%
JGIA
150
Jackson Grant Investment Advisers
Connecticut
$4.88M +$286K +8,762 +6%