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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pinnacle Financial Partners (Georgia)
76
Pinnacle Financial Partners (Georgia)
Georgia
$187K – – –
Kestra Private Wealth Services
77
Kestra Private Wealth Services
Texas
$186K – – –
KMWM
78
Keudell/Morrison Wealth Management
Oregon
$181K -$29.1K -2,091 -14%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$175K – – –
LBC
80
Leigh Baldwin & Co
New York
$171K – – –
Sowell Financial Services
81
Sowell Financial Services
Arkansas
$168K +$170K +12,260 New
FSA
82
Fort Sheridan Advisors
Illinois
$162K – – –
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$161K -$8.76K -630 -5%
DIP
84
DT Investment Partners
Pennsylvania
$157K +$159K +11,450 New
Vise Technologies
85
Vise Technologies
New York
$156K +$158K +11,387 New
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$156K -$3.77K -271 -2%
Stephens Inc
87
Stephens Inc
Arkansas
$156K +$1.29K +93 +0.8%
Greenleaf Trust
88
Greenleaf Trust
Michigan
$155K +$158K +11,337 New
IAN
89
Integrated Advisors Network
Texas
$153K -$14.5K -1,043 -9%
GWM
90
Gilpin Wealth Management
Colorado
$137K -$13.9K -1,000 -9%
PTC
91
Private Trust Company
Ohio
$116K – – –
EP Wealth Advisors
92
EP Wealth Advisors
California
$107K +$108K +7,792 New
Arax Advisory Partners
93
Arax Advisory Partners
Colorado
$104K -$14.5K -1,045 -12%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$101K +$1.04K +75 +1%
Cassaday & Co Wealth Management
95
Cassaday & Co Wealth Management
Virginia
$99.4K – – –
Farther Finance Advisors
96
Farther Finance Advisors
California
$98.9K +$5.41K +389 +6%
AW
97
Avion Wealth
Texas
$86K – – –
BCM
98
Boreal Capital Management
Florida
$80.2K +$81.3K +5,847 New
VFM
99
Vision Financial Markets
Connecticut
$55K – – –
AIM
100
Anchor Investment Management
South Carolina
$54.8K – – –