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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
51
Fort Sheridan Advisors
Illinois
$659K
HHRDM
52
H&H Retirement Design & Management
Nevada
$655K +$176K +9,894 +37%
PA
53
Pinnacle Associates
New York
$642K -$29.5K -1,656 -4%
IFWM
54
Institute for Wealth Management
Colorado
$600K +$10.5K +591 +2%
TW
55
Transform Wealth
Colorado
$582K +$579K +32,520 New
KOMWMG
56
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$576K -$253K -14,195 -31%
CG
57
Colony Group
Massachusetts
$571K
GAM
58
Gould Asset Management
California
$570K +$12.8K +720 +2%
SAM
59
Secure Asset Management
Michigan
$565K +$562K +31,566 New
PMG
60
ProVise Management Group
Florida
$553K -$17.8K -1,000 -3%
DADC
61
D.A. Davidson & Co
Montana
$545K
CK
62
Cohen Klingenstein
New York
$537K
BMA
63
Brooks Moore & Associates
Tennessee
$537K +$12.7K +714 +2%
OIA
64
Optimum Investment Advisors
Illinois
$526K -$890 -50 -0.2%
Truist Financial
65
Truist Financial
North Carolina
$519K +$40.8K +2,291 +9%
SPC
66
Sigma Planning Corp
Michigan
$510K +$109K +6,134 +27%
Creative Planning
67
Creative Planning
Kansas
$508K +$5.25K +295 +1%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$504K
PAG
69
Private Advisor Group
New Jersey
$484K +$81.5K +4,577 +20%
JPLA
70
Joseph P. Lucia & Associates
New York
$478K
NA
71
NewEdge Advisors
Louisiana
$467K -$75.7K -4,250 -14%
HCM
72
Hollencrest Capital Management
California
$453K -$142K -8,000 -24%
HWM
73
Howard Wealth Management
Connecticut
$445K -$9.79K -550 -2%
ASN
74
Advisory Services Network
Georgia
$434K -$12.4K -697 -3%
WS
75
Wedbush Securities
California
$434K +$76.3K +4,288 +21%