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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
101
Sovereign Financial Group
Connecticut
$926K -$42.7K -861 -4%
PBF
102
Petix & Botte Financial
California
$902K +$903K +18,189 New
KFP
103
KMG Fiduciary Partners
Ohio
$841K -$848K -17,089 -50%
Truist Financial
104
Truist Financial
North Carolina
$828K +$68.4K +1,379 +9%
OIA
105
OneDigital Investment Advisors
Kansas
$822K -$41.9K -845 -5%
TFCP
106
Twin Focus Capital Partners
Massachusetts
$794K
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$772K
RFN
108
Redwood Financial Network
Ohio
$710K -$7.39K -149 -1%
IFWM
109
Institute for Wealth Management
Colorado
$706K -$37.1K -747 -5%
YIA
110
YHB Investment Advisors
Connecticut
$702K -$59.6K -1,200 -8%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$681K +$37.2K +750 +6%
AssetMark Inc
112
AssetMark Inc
California
$676K -$6.65K -134 -1%
RPCA
113
Running Point Capital Advisors
California
$670K
JWCA
114
J.W. Cole Advisors
Florida
$653K -$111K -2,242 -15%
BRWA
115
B. Riley Wealth Advisors
Florida
$643K -$29.4K -592 -4%
SWP
116
Stratos Wealth Partners
Ohio
$638K -$826K -16,640 -56%
SPIA
117
Steward Partners Investment Advisory
New York
$638K -$246K -4,964 -28%
EWM
118
Endowment Wealth Management
Wisconsin
$632K +$171K +3,449 +37%
CPIG
119
Chicago Partners Investment Group
Illinois
$615K +$3.87K +78 +0.6%
PGWM
120
Pitti Group Wealth Management
New York
$610K +$3.47K +70 +0.6%
CPW
121
Catalyst Private Wealth
California
$595K
CCM
122
Crabel Capital Management
California
$563K -$2.66M -53,535 -83%
BWM
123
BlackDiamond Wealth Management
New York
$543K -$1.01M -20,414 -65%
CA
124
Calton & Associates
Florida
$538K +$1.59K +32 +0.3%
SAM
125
Seelaus Asset Management
New Jersey
$537K +$9.23K +186 +2%