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Invesco Senior Loan ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Edge Wealth Management
New York
$1.01M +$1.01M +45,800 New
HHRDM
227
H&H Retirement Design & Management
Nevada
$1.01M -$5.79M -262,315 -85%
KWM
228
Kingsview Wealth Management
Oregon
$1.01M +$459K +20,795 +84%
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$966K +$73.8K +3,345 +8%
AWA
230
Aletheian Wealth Advisors
Washington
$925K +$923K +41,839 New
AssetMark Inc
231
AssetMark Inc
California
$913K +$912K +41,308 +2,065,400%
OWA
232
Opal Wealth Advisors
New York
$908K +$907K +41,091 New
SWA
233
Stratos Wealth Advisors
Ohio
$906K -$562K -25,445 -38%
TPCW
234
TD Private Client Wealth
New York
$890K +$417K +18,889 +88%
BCM
235
Bluefin Capital Management
New York
$879K +$878K +39,766 New
FCCM
236
First City Capital Management
Georgia
$870K -$75.3K -3,410 -8%
UCFA
237
United Capital Financial Advisors
Texas
$854K +$18.4K +836 +2%
WS
238
Wedbush Securities
California
$822K -$31.7K -1,438 -4%
TCMP
239
Thrive Capital Management (Pennsylvania)
Pennsylvania
$811K -$384K -17,402 -32%
AA
240
AlphaMark Advisors
Kentucky
$809K +$263K +11,900 +48%
KCM
241
Kennicott Capital Management
California
$809K +$550K +24,922 +214%
IWN
242
Independent Wealth Network
Iowa
$795K +$6.25K +283 +0.8%
WB
243
WesBanco Bank
West Virginia
$791K +$525K +23,800 +198%
RA
244
Riversedge Advisors
Delaware
$788K +$142K +6,457 +22%
SCM
245
Sandler Capital Management
New York
$774K +$386K +17,500 +100%
AWM
246
Axxcess Wealth Management
California
$774K +$773K +35,019 New
Fidelity Investments
247
Fidelity Investments
Massachusetts
$765K +$329K +14,927 +76%
GCP
248
Gill Capital Partners
Colorado
$762K
DC
249
Davenport & Co
Virginia
$759K -$271K -12,263 -26%
CIS
250
Continental Investors Services
Washington
$753K +$763K +34,574 New