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Invesco Zacks Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$355K +$351K +14,338 New
BRWA
52
B. Riley Wealth Advisors
Florida
$336K -$40.5K -1,653 -11%
UR
53
USCA RIA
Texas
$323K +$88.8K +3,624 +38%
AT
54
Arden Trust
Delaware
$321K +$21.5K +879 +7%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$308K +$130K +5,300 +74%
CAN
56
Cetera Advisor Networks
California
$305K +$93K +3,795 +44%
NAM
57
NTV Asset Management
West Virginia
$298K
BTS
58
BB&T Securities
Virginia
$288K +$285K +11,614 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$282K
KA
60
Kovack Advisors
Florida
$281K
MPM
61
Meritage Portfolio Management
Kansas
$275K +$27.1K +1,105 +11%
HSA
62
HBK Sorce Advisory
Pennsylvania
$273K -$108K -4,410 -29%
SCM
63
Sterneck Capital Management
Missouri
$272K
PWS
64
Peloton Wealth Strategists
Indiana
$263K -$17.2K -700 -6%
SI
65
Stephens Inc
Arkansas
$252K -$18.4K -750 -7%
NCMW
66
Northern Capital Management (Wisconsin)
Wisconsin
$250K
OC
67
Oppenheimer & Co
New York
$208K +$206K +8,402 New
WA
68
WFG Advisors
Texas
$164K +$63.9K +2,606 +65%
WTC
69
WhitTier Trust Company
Nevada
$144K +$142K +5,800 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$143K -$17.5K -714 -11%
CEMP
71
Compass Efficient Model Portfolios
Tennessee
$105K +$13.4K +546 +15%
MA
72
MCF Advisors
Kentucky
$78K +$75.7K +3,087 New
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$24.5K -1,000 -29%
WRM
74
Westport Resources Management
Connecticut
$59K
WEC
75
Winslow Evans & Crocker
Massachusetts
$48K +$47.2K +1,925 New