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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
126
Farmers & Merchants Trust Company
California
$874K +$236K +4,701 +37%
SSWM
127
Strait & Sound Wealth Management
California
$874K +$78.1K +1,557 +10%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$865K – – –
CWM
129
Collaborative Wealth Management
Florida
$864K +$8.97K +179 +1%
OIA
130
OneDigital Investment Advisors
Kansas
$858K +$149K +2,962 +21%
ACM
131
Alpha Capital Management
Texas
$852K +$269K +5,375 +46%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$845K +$41.3K +823 +5%
SWP
133
Stratos Wealth Partners
Ohio
$816K +$3.76K +75 +0.5%
CPW
134
Catalyst Private Wealth
California
$802K – – –
AWA
135
Arete Wealth Advisors
Illinois
$784K +$93.3K +1,861 +14%
CPIG
136
Chicago Partners Investment Group
Illinois
$774K +$43.2K +862 +6%
BEI
137
Benjamin Edwards Inc
Missouri
$750K -$180K -3,594 -19%
RW
138
Ridgeline Wealth
Arizona
$736K +$737K +14,692 New
US Bancorp
139
US Bancorp
Minnesota
$710K -$26.7K -532 -4%
IFG
140
Independent Financial Group
California
$705K +$11.8K +235 +2%
HH
141
Hilltop Holdings
Texas
$701K +$2.56K +51 +0.4%
CFS
142
CGC Financial Services
Oregon
$689K +$11.4K +227 +2%
ASN
143
Advisory Services Network
Georgia
$688K -$65K -1,296 -9%
WWM
144
WT Wealth Management
Arizona
$673K -$35.9K -717 -5%
IFWM
145
Institute for Wealth Management
Colorado
$648K +$2.96K +59 +0.5%
MWA
146
Medallion Wealth Advisors
Connecticut
$643K +$551K +10,980 New
BRWA
147
B. Riley Wealth Advisors
Florida
$642K +$131K +2,621 +26%
BWM
148
BlackDiamond Wealth Management
New York
$632K +$27.3K +545 +5%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$629K +$460K +9,182 +272%
BFWM
150
Bright Futures Wealth Management
New York
$629K +$629K +12,548 New