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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$588K -$349K -18,912 -37%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$582K +$29.5K +1,600 +5%
AF
53
Affiance Financial
Minnesota
$560K +$555K +30,115 New
BF
54
BOK Financial
Oklahoma
$554K +$33.5K +1,818 +6%
DAM
55
Deltec Asset Management
New York
$539K
GAM
56
Gould Asset Management
California
$539K +$18.3K +990 +4%
EFS
57
Essex Financial Services
Connecticut
$538K +$33.2K +1,800 +7%
HCM
58
Hollencrest Capital Management
California
$509K
CWM
59
Concert Wealth Management
California
$501K +$71.4K +3,874 +9%
JA
60
JOYN Advisors
Georgia
$497K +$493K +26,711 New
RFS
61
Rockefeller Financial Services
New York
$474K
OPCM
62
Osborne Partners Capital Management
California
$465K
BW
63
Bison Wealth
Georgia
$446K +$443K +24,000 New
BTS
64
BB&T Securities
Virginia
$419K -$104K -5,636 -20%
BJL
65
Brighton Jones LLC
Washington
$377K +$5.22K +283 +1%
DG
66
Davidson & Garrard
Virginia
$372K
Creative Planning
67
Creative Planning
Kansas
$370K +$57.5K +3,118 +19%
B
68
Baird
Wisconsin
$333K
VFA
69
Voya Financial Advisors
Connecticut
$317K +$315K +17,095 New
SNT
70
Security National Trust
West Virginia
$306K
AC
71
Alexandria Capital
Virginia
$298K
RT
72
Rockland Trust
Massachusetts
$298K +$9.87K +535 +3%
VKH
73
Virtu KCG Holdings
New York
$288K -$329K -17,846 -54%
CFA
74
Cahill Financial Advisors
Minnesota
$281K +$43.3K +2,350 +18%
SI
75
SII Investments
Wisconsin
$280K +$3.71K +201 +1%