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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$451K +$5.39K +298 +1%
FSA
77
Fort Sheridan Advisors
Illinois
$433K
JA
78
JOYN Advisors
Georgia
$425K
AWM
79
Affinity Wealth Management
Delaware
$420K
EWM
80
Endurance Wealth Management
Rhode Island
$418K -$34.8K -1,925 -8%
JPLA
81
Joseph P. Lucia & Associates
New York
$408K +$400K +22,131 New
OWD
82
Osborn Williams & Donohoe
Ohio
$396K +$389K +21,500 New
FAAS
83
First Allied Advisory Services
California
$390K +$33K +1,828 +9%
PAG
84
Private Advisor Group
New Jersey
$379K +$375K +20,758 New
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$360K
FIA
86
Foundations Investment Advisors
Arizona
$356K -$39.8M -2,203,013 -99%
JP Morgan Chase
87
JP Morgan Chase
New York
$351K -$926K -51,238 -73%
SPC
88
Sigma Planning Corp
Michigan
$350K -$12.3K -680 -3%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$336K +$5.66K +313 +2%
NNP
90
Nachman Norwood & Parrott
South Carolina
$332K
DP
91
Dearborn Partners
Illinois
$331K
WS
92
Wedbush Securities
California
$325K -$2.35K -130 -0.7%
HighTower Advisors
93
HighTower Advisors
Illinois
$324K -$15.9K -879 -5%
BW
94
Bison Wealth
Georgia
$320K
IWA
95
IBEX Wealth Advisors
New Jersey
$310K +$1.86K +103 +0.6%
WA
96
WBH Advisory
Maryland
$309K -$49.4K -2,736 -14%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$301K +$27.1K +1,500 +10%
LSPW
98
Lake Street Private Wealth
Illinois
$301K +$298K +16,500 New
AFM
99
Abbot Financial Management
Massachusetts
$286K
CA
100
Cetera Advisors
Colorado
$285K -$10.4K -573 -4%