We are live on ! Find out more
PFLD icon

AAM Low Duration Preferred and Income Securities ETF
PFLD

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$1.01M -$340K -17,238 -25%
IA
27
IFP Advisors
Florida
$955K +$7.9K +400 +0.8%
UBS Group
28
UBS Group
Switzerland
$942K +$948K +48,041 New
KPWS
29
Kestra Private Wealth Services
Texas
$849K +$313K +15,834 +58%
WS
30
Wedbush Securities
California
$776K +$81.9K +4,150 +12%
AWM
31
Apollon Wealth Management
South Carolina
$710K +$15.9K +806 +2%
NWMG
32
National Wealth Management Group
Ohio
$682K -$50.8K -2,574 -7%
Citadel Advisors
33
Citadel Advisors
Florida
$545K +$549K +27,813 New
AAS
34
Ameritas Advisory Services
Nebraska
$527K +$83.3K +4,220 +19%
CA
35
CSM Advisors
Pennsylvania
$490K – – –
JWCA
36
J.W. Cole Advisors
Florida
$471K -$30.3K -1,536 -6%
HIP
37
HUB Investment Partners
Texas
$471K +$2.84K +144 +0.6%
GFPC
38
Global Financial Private Client
Florida
$436K +$438K +22,212 New
PS
39
Principal Securities
Iowa
$409K +$126K +6,407 +44%
Goldman Sachs
40
Goldman Sachs
New York
$408K +$411K +20,808 New
OPWM
41
Oregon Pacific Wealth Management
Oregon
$372K -$13.4K -680 -3%
Creative Planning
42
Creative Planning
Kansas
$329K – – –
AWS
43
Atria Wealth Solutions
New York
$314K -$46.7K -2,368 -13%
GIA
44
Gladstone Institutional Advisory
Florida
$313K -$733K -37,129 -70%
SPIA
45
Steward Partners Investment Advisory
New York
$302K -$7.44K -377 -2%
Comerica Bank
46
Comerica Bank
Texas
$292K -$61.9K -3,134 -17%
IWC
47
Integrated Wealth Concepts
Massachusetts
$277K +$2.45K +124 +0.9%
PTC
48
Private Trust Company
Ohio
$262K +$9.87K +500 +4%
CWM
49
Cornerstone Wealth Management
Missouri
$240K -$29.7K -1,504 -11%
HH
50
Hilltop Holdings
Texas
$230K +$2.78K +141 +1%
1
2
3