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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
76
AFT Forsyth & Company
Florida
$643K +$165K +8,700 +35%
FIA
77
Foundations Investment Advisors
Arizona
$641K +$647K +34,097 New
AAP
78
Arax Advisory Partners
Colorado
$638K -$22K -1,158 -3%
Creative Planning
79
Creative Planning
Kansas
$628K +$76.4K +4,025 +14%
CG
80
Colony Group
Massachusetts
$602K -$10.6K -558 -2%
HWM
81
Howard Wealth Management
Connecticut
$598K +$116K +6,100 +24%
GAM
82
Gould Asset Management
California
$595K -$30.3K -1,595 -5%
KOMWMG
83
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$591K -$15.7K -826 -3%
PMG
84
ProVise Management Group
Florida
$586K -$7.59K -400 -1%
DADC
85
D.A. Davidson & Co
Montana
$585K
CK
86
Cohen Klingenstein
New York
$576K
CW
87
CreativeOne Wealth
Kansas
$574K +$568K +29,900 New
BMA
88
Brooks Moore & Associates
Tennessee
$543K -$3.15K -166 -0.6%
EFS
89
Essex Financial Services
Connecticut
$508K -$9.49K -500 -2%
SAM
90
Secure Asset Management
Michigan
$500K +$3.83K +202 +0.8%
EWM
91
Endurance Wealth Management
Rhode Island
$497K
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$493K +$487K +25,642 New
JPLA
93
Joseph P. Lucia & Associates
New York
$489K -$20.9K -1,100 -4%
HCM
94
Hollencrest Capital Management
California
$486K
CAMG
95
CWA Asset Management Group
Florida
$480K +$475K +25,000 New
SIAG
96
Safeguard Investment Advisory Group
California
$480K +$475K +25,012 New
RPCA
97
Running Point Capital Advisors
California
$471K +$465K +24,516 New
KA
98
Kovack Advisors
Florida
$468K +$55.4K +2,916 +14%
WS
99
Wedbush Securities
California
$467K +$702 +37 +0.2%
BW
100
Bison Wealth
Georgia
$463K +$133K +7,000 +41%