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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$481K
RIA
77
Regal Investment Advisors
Michigan
$475K -$10.9K -574 -2%
SWP
78
Stratos Wealth Partners
Ohio
$466K
Millennium Management
79
Millennium Management
New York
$455K -$463K -24,352 -50%
MMG
80
Monetary Management Group
Missouri
$452K +$13.3K +700 +3%
SPC
81
Sigma Planning Corp
Michigan
$445K +$69.3K +3,641 +18%
EWM
82
Endurance Wealth Management
Rhode Island
$427K -$9.51K -500 -2%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$418K +$66.4K +3,489 +19%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$416K -$21.8K -1,144 -5%
FHA
85
First Horizon Advisors
Tennessee
$416K
RCAG
86
Rehmann Capital Advisory Group
Michigan
$407K
CFA
87
Cahill Financial Advisors
Minnesota
$388K +$57.1K +3,000 +17%
BW
88
Bison Wealth
Georgia
$366K
Creative Planning
89
Creative Planning
Kansas
$365K -$84.2K -4,425 -19%
IH
90
IFC Holdings
Florida
$360K +$24.6K +1,293 +7%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$350K +$285K +15,000 +369%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$338K -$27.6K -1,449 -8%
TNB
93
Thomasville National Bank
Georgia
$329K
KIG
94
Kessler Investment Group
Indiana
$323K -$20.1K -1,058 -6%
AFM
95
Abbot Financial Management
Massachusetts
$316K
SNT
96
Security National Trust
West Virginia
$313K
SBIA
97
Sheaff Brock Investment Advisors
Indiana
$311K +$2.11K +111 +0.7%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$301K +$60.6K +3,187 +25%
AC
99
Alexandria Capital
Virginia
$298K -$5.76K -303 -2%
DG
100
Davidson & Garrard
Virginia
$285K