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Invesco Ultra Short Duration ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Axxcess Wealth Management
California
$270K -$14.9K -300 -5%
CWM
202
Collaborative Wealth Management
Florida
$267K +$268K +5,394 New
CWM
203
Congress Wealth Management
Massachusetts
$266K -$537K -10,801 -67%
RI
204
Ridgewood Investments
New Jersey
$266K – – –
CIAS
205
Capital Investment Advisory Services
North Carolina
$257K -$302K -6,087 -54%
WP
206
WealthSource Partners
California
$249K -$18.7K -376 -7%
VCM
207
Virtue Capital Management
Tennessee
$249K – – –
PWM
208
Provident Wealth Management
Tennessee
$231K -$260K -5,233 -53%
SG
209
StoneX Group
New York
$230K +$231K +4,645 New
SW
210
Solidarity Wealth
Utah
$226K -$62.5K -1,257 -22%
TW
211
TrinityPoint Wealth
Connecticut
$218K +$218K +4,392 New
EH
212
Equitable Holdings
New York
$218K +$219K +4,404 New
TCWM
213
Total Clarity Wealth Management
Illinois
$213K -$14.2K -285 -6%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$210K – – –
TCFP
215
Treasure Coast Financial Planning
Florida
$206K -$1.64K -33 -0.8%
JAG
216
Journey Advisory Group
Kentucky
$204K – – –
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$194K -$42.9K -863 -18%
MM
218
Main Management
California
$185K -$1.49K -30 -0.8%
CAL
219
Capital Analysts LLC
Pennsylvania
$166K -$13.7K -276 -8%
RG
220
Retirement Group
California
$75K -$32.6K -657 -30%
SMG
221
Spectrum Management Group
Indiana
$73K -$33.9K -682 -32%
1IA
222
1834 Investment Advisors
Wisconsin
$62K +$62.1K +1,250 New
SWM
223
SeaCrest Wealth Management
New York
$59K +$59.6K +1,200 New
SWM
224
Spire Wealth Management
Virginia
$49K -$287K -5,768 -85%
FFC
225
Fure Financial Corporation
Minnesota
$43K – – –