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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
176
Bogart Wealth LLC
Virginia
$354K -$431K -8,520 -55%
TCWM
177
Total Clarity Wealth Management
Illinois
$348K +$34.1K +675 +11%
IA
178
Insight Advisors
Pennsylvania
$346K – – –
GC
179
Guggenheim Capital
Illinois
$341K – – –
MSFS
180
Main Street Financial Solutions
Pennsylvania
$339K +$51 +1 +0%
WA
181
Wealth Alliance
New York
$338K -$12.2K -242 -3%
CB
182
Commerce Bank
Missouri
$336K – – –
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$329K -$177K -3,500 -35%
DC
184
Davenport & Co
Virginia
$326K +$97.6K +1,930 +43%
PWM
185
Purus Wealth Management
California
$321K +$321K +6,359 New
RG
186
Retirement Group
California
$320K -$62.6K -1,239 -16%
OC
187
Oarsman Capital
Wisconsin
$316K +$52.1K +1,030 +20%
PP
188
Professional Planning
California
$314K -$80K -1,582 -20%
PCM
189
Parsons Capital Management
Rhode Island
$310K -$10.9K -215 -3%
PA
190
Probity Advisors
Texas
$302K +$302K +5,982 New
WG
191
Welch Group
Alabama
$298K +$298K +5,900 New
5L
192
55I LLC
Massachusetts
$287K -$6.12K -121 -2%
LA
193
LexAurum Advisors
Kansas
$272K -$9.1K -180 -3%
BWM
194
Birchcreek Wealth Management
Ohio
$271K +$16.2K +321 +6%
RI
195
Ridgewood Investments
New Jersey
$271K +$271K +5,363 New
FHA
196
Flagship Harbor Advisors
Massachusetts
$265K -$40.4K -800 -13%
CCM
197
Chilton Capital Management
Texas
$251K -$503K -9,950 -67%
ACI
198
Alpha Cubed Investments
California
$246K -$86.5K -1,712 -26%
DC
199
DeDora Capital
California
$244K +$244K +4,825 New
AWA
200
Arkadios Wealth Advisors
Georgia
$234K – – –