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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
LJI Wealth Management
Indiana
$633K +$18.7K +1,223 +3%
AP
52
Appleton Partners
Massachusetts
$603K -$823K -53,814 -56%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$586K +$719 +47 +0.1%
NA
54
NewEdge Advisors
Louisiana
$574K -$37.9K -2,480 -6%
CIA
55
Capital Investment Advisors
Georgia
$561K -$9.84K -643 -2%
PCM
56
Pennsylvania Capital Management
Pennsylvania
$558K
VFM
57
Valley Financial Management
New York
$542K -$267K -17,466 -32%
FSA
58
Fort Sheridan Advisors
Illinois
$534K
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$528K -$31.9K -2,087 -5%
PTC
60
Private Trust Company
Ohio
$521K -$51.6K -3,375 -9%
AWA
61
Arkadios Wealth Advisors
Georgia
$490K +$81.9K +5,352 +19%
Cerity Partners
62
Cerity Partners
New York
$471K -$158K -10,359 -24%
Brown Advisory
63
Brown Advisory
Maryland
$470K
JP Morgan Chase
64
JP Morgan Chase
New York
$464K +$1.13K +74 +0.2%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$463K -$1.76M -114,759 -78%
EWM
66
Endurance Wealth Management
Rhode Island
$455K -$6.5K -425 -1%
ASN
67
Advisory Services Network
Georgia
$454K -$19.3K -1,260 -4%
LEFP
68
Leading Edge Financial Planning
Tennessee
$453K +$4.99K +326 +1%
AFC
69
AFT Forsyth & Company
Florida
$441K +$36.9K +2,413 +9%
SWP
70
Stratos Wealth Partners
Ohio
$431K -$10.8K -708 -2%
GAM
71
Gould Asset Management
California
$428K +$4.82K +315 +1%
PMG
72
ProVise Management Group
Florida
$422K +$5.36K +350 +1%
Lido Advisors
73
Lido Advisors
California
$404K +$104K +6,803 +32%
SPC
74
Sigma Planning Corp
Michigan
$372K -$118K -7,684 -23%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$369K