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Invesco Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
226
Carroll Financial Associates
North Carolina
$122K +$35.6K +1,600 +42%
WIC
227
Woodmont Investment Counsel
Tennessee
$105K -$27.8K -1,250 -21%
CLOS
228
Compagnie Lombard Odier SCmA
Switzerland
$100K
KF
229
Krilogy Financial
Missouri
$90K -$9.04K -406 -9%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$85K -$106K -4,748 -56%
BC
231
Bartlett & Co
Ohio
$83K -$17.8K -800 -18%
BC
232
Barnett & Company
Tennessee
$82K +$79.9K +3,590 New
NR
233
Newfound Research
Massachusetts
$77K +$15K +674 +25%
MACF
234
Margaret A Cargill Foundation
Minnesota
$75K -$2.02M -90,535 -96%
HPBT
235
High Point Bank & Trust
North Carolina
$74K -$22.5K -1,012 -24%
CFN
236
Cordasco Financial Network
Florida
$62K -$8.68K -390 -13%
ASN
237
Advisory Services Network
Georgia
$57K +$20K +899 +56%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$55K +$54.2K +2,434 New
FHA
239
First Horizon Advisors
Tennessee
$54K +$53.4K +2,400 New
NFG
240
Next Financial Group
Texas
$52K -$3.45K -155 -6%
IWMPD
241
Integrated Wealth Management (Palm Desert)
California
$50K
WT
242
Whittier Trust
California
$50K +$48.6K +2,182 New
KFA
243
Kelleher Financial Advisors
New York
$49K +$48.1K +2,160 New
TFA
244
Transamerica Financial Advisors
Florida
$47K +$32.6K +1,464 +246%
AIM
245
Arcadia Investment Management
Michigan
$45K
PCIG
246
Partners Capital Investment Group
Massachusetts
$45K +$490 +22 +1%
Creative Planning
247
Creative Planning
Kansas
$43K +$3.76K +169 +10%
CFS
248
Commonwealth Financial Services
West Virginia
$36K
MA
249
MUFG Americas
New York
$35K
BWA
250
Burt Wealth Advisors
Maryland
$32K