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Invesco Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
26
Journey Strategic Wealth
New Jersey
$13M +$12.8M +268,850 New
KFP
27
KMG Fiduciary Partners
Ohio
$12.6M +$1.57M +32,878 +14%
BFP
28
Beacon Financial Planning
Massachusetts
$12.4M -$300K -6,284 -2%
APW
29
Acima Private Wealth
Virginia
$12.4M +$374K +7,856 +3%
Wells Fargo
30
Wells Fargo
California
$11.4M +$2.02M +42,371 +22%
SA
31
Stewardship Advisors
Pennsylvania
$11.1M +$5.27M +110,484 +92%
Truist Financial
32
Truist Financial
North Carolina
$10M +$214K +4,488 +2%
SCA
33
Snowden Capital Advisors
New York
$9.48M +$1.4M +29,434 +18%
CW
34
Channel Wealth
California
$9.23M +$2.13M +44,644 +30%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$8.4M +$671K +14,087 +9%
WIA
36
World Investment Advisors
California
$7.95M +$986K +20,680 +14%
MFG
37
Merit Financial Group
Georgia
$7.57M -$86.7K -1,818 -1%
SW
38
Simplicity Wealth
New Jersey
$7.32M +$3.09M +64,882 +75%
FD
39
Financial Designs
California
$7.19M -$113K -2,368 -2%
RIA
40
Regal Investment Advisors
Michigan
$6.76M +$320K +6,723 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$6.61M +$1.5M +31,401 +30%
PA
42
PFG Advisors
Arizona
$6.59M +$774K +16,248 +14%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$6.44M +$650K +13,635 +11%
KAS
44
Kestra Advisory Services
Texas
$6.34M +$4.27M +89,512 +215%
IWC
45
Integrated Wealth Concepts
Massachusetts
$6.33M +$2.32M +48,580 +59%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$5.77M -$62.5K -1,312 -1%
RJA
47
Raymond James & Associates
Florida
$5.23M +$791K +16,593 +18%
JP Morgan Chase
48
JP Morgan Chase
New York
$5.17M +$2.31M +48,462 +83%
NA
49
NewEdge Advisors
Louisiana
$5.13M -$2.8M -58,830 -36%
ACA
50
American Capital Advisory
Idaho
$4.99M +$4.81M +100,871 +4,048%