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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
51
Madden Advisory Services
Florida
$579K
GAM
52
Gould Asset Management
California
$575K +$49.2K +2,675 +9%
EWM
53
Endurance Wealth Management
Rhode Island
$541K +$548K +29,795 New
BF
54
BOK Financial
Oklahoma
$529K -$13.2K -718 -2%
DAM
55
Deltec Asset Management
New York
$527K
HCM
56
Hollencrest Capital Management
California
$527K +$30K +1,635 +6%
NDSI
57
Newman Dignan & Sheerar Inc
Rhode Island
$516K -$53.3K -2,900 -9%
JA
58
JOYN Advisors
Georgia
$485K
Wells Fargo
59
Wells Fargo
California
$483K -$91.9K -5,001 -16%
EFS
60
Essex Financial Services
Connecticut
$480K -$45.9K -2,500 -9%
OPCM
61
Osborne Partners Capital Management
California
$454K
MFS
62
MSI Financial Services
Massachusetts
$440K -$258K -14,026 -37%
BW
63
Bison Wealth
Georgia
$436K +$2.13K +116 +0.5%
BTS
64
BB&T Securities
Virginia
$376K -$33K -1,793 -8%
BJL
65
Brighton Jones LLC
Washington
$374K +$5.4K +294 +1%
Creative Planning
66
Creative Planning
Kansas
$368K +$6.47K +352 +2%
SPC
67
Sigma Planning Corp
Michigan
$349K +$735 +40 +0.2%
DG
68
Davidson & Garrard
Virginia
$345K -$18.4K -1,000 -5%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$325K +$88.8K +4,834 +37%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$317K +$321K +17,450 New
VFA
71
Voya Financial Advisors
Connecticut
$310K
SNT
72
Security National Trust
West Virginia
$299K
AC
73
Alexandria Capital
Virginia
$291K
RT
74
Rockland Trust
Massachusetts
$291K
CFA
75
Cahill Financial Advisors
Minnesota
$276K +$919 +50 +0.3%