We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
176
Curbstone Financial Management Corp
New Hampshire
$3.69M -$123K -4,100 -3%
RWP
177
RWA Wealth Partners
Massachusetts
$3.69M -$57.2K -1,900 -2%
Creative Planning
178
Creative Planning
Kansas
$3.67M -$4.95M -164,468 -58%
TWM
179
Tanager Wealth Management
United Kingdom
$3.63M +$1.35M +44,784 +61%
SDAM
180
Shulman DeMeo Asset Management
New York
$3.62M -$61K -2,025 -2%
SWM
181
Sagace Wealth Management
Florida
$3.61M +$84.3K +2,799 +2%
RWA
182
Redmont Wealth Advisors
Illinois
$3.61M -$349K -11,598 -9%
PA
183
Parallel Advisors
California
$3.6M -$48.9K -1,626 -1%
AWS
184
Atria Wealth Solutions
New York
$3.57M -$6.73M -223,728 -66%
CSP
185
Cary Street Partners
Virginia
$3.52M +$255K +8,475 +8%
EHAM
186
Eagle Harbor Asset Management
Washington
$3.5M +$163K +5,423 +5%
BHBT
187
Burke & Herbert Bank & Trust
Virginia
$3.39M -$6.02K -200 -0.2%
CW
188
CreativeOne Wealth
Kansas
$3.37M +$811K +26,931 +32%
DIA
189
Davidson Investment Advisors
Montana
$3.37M +$44.6K +1,482 +1%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$3.36M +$2.62M +86,908 +386%
IPW
191
Invictus Private Wealth
Colorado
$3.29M +$809K +26,863 +33%
BIP
192
Bouvel Investment Partners
Pennsylvania
$3.25M +$338K +11,241 +12%
AF
193
Allworth Financial
California
$3.23M +$624K +20,717 +25%
PIWA
194
Prevail Innovative Wealth Advisors
Kansas
$3.22M -$128K -4,249 -4%
SF
195
Summit Financial
New Jersey
$3.2M -$44.5K -1,477 -1%
FHA
196
Flagship Harbor Advisors
Massachusetts
$3.15M +$1.85M +61,389 +149%
Fiera Capital (Canada)
197
Fiera Capital (Canada)
Quebec, Canada
$3.14M
APWA
198
Atlas Private Wealth Advisors
New Jersey
$3.13M -$211K -7,000 -6%
IFA
199
Independence Financial Advisors
New Hampshire
$3.1M -$2.83M -93,904 -48%
CC
200
Courier Capital
New York
$3.1M -$617K -20,489 -17%