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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
151
Gateway Wealth Partners
Wisconsin
$619K -$90.8K -1,810 -13%
JHCP
152
Jackson Hole Capital Partners
Oklahoma
$612K – – –
RC
153
Rovin Capital
Arizona
$591K +$591K +11,793 New
WWMSC
154
Wagner Wealth Management (South Carolina)
South Carolina
$569K +$518K +10,330 +1,011%
TCWM
155
Total Clarity Wealth Management
Illinois
$566K +$567K +11,300 New
AAS
156
Asset Allocation Strategies
Michigan
$551K +$551K +10,992 New
Ameriprise
157
Ameriprise
Minnesota
$551K +$101K +2,008 +22%
TFCP
158
Twin Focus Capital Partners
Massachusetts
$550K – – –
KWM
159
Kingsview Wealth Management
Oregon
$534K +$534K +10,647 New
CCM
160
Condor Capital Management
New Jersey
$532K +$13.2K +263 +3%
PAMG
161
Patton Albertson Miller Group
Tennessee
$527K -$38.6K -770 -7%
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$473K +$166K +3,314 +54%
Comerica Bank
163
Comerica Bank
Texas
$467K -$24.1K -480 -5%
RFN
164
Redwood Financial Network
Ohio
$465K +$13.7K +273 +3%
NAS
165
NWF Advisory Services
California
$458K +$458K +9,134 New
4WM
166
4J Wealth Management
Virginia
$455K +$10K +200 +2%
WGC
167
Watts Gwilliam & Co
Arizona
$454K +$52.3K +1,044 +13%
FTA
168
Financial & Tax Architects
Missouri
$448K +$4.41K +88 +1%
CA
169
Calton & Associates
Florida
$437K +$135K +2,702 +45%
PCS
170
Private Client Services
Kentucky
$425K +$107K +2,138 +34%
KW
171
KWB Wealth
California
$411K +$104K +2,076 +34%
ACA
172
Aptus Capital Advisors
Alabama
$358K +$358K +7,138 New
NCFG
173
New Century Financial Group
New Jersey
$346K +$4.81K +96 +1%
BCA
174
Bay Colony Advisors
Massachusetts
$345K -$1.17M -23,431 -77%
FAIM
175
Financial Advocates Investment Management
Washington
$337K -$11.9K -237 -3%