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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
76
ProVise Management Group
Florida
$413K +$22.3K +1,510 +6%
AWA
77
Arkadios Wealth Advisors
Georgia
$408K +$1.04K +70 +0.2%
AFC
78
AFT Forsyth & Company
Florida
$403K -$34.7K -2,345 -8%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$366K -$14.9K -1,007 -4%
PA
80
Pinnacle Associates
New York
$363K -$18.3K -1,240 -5%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$362K -$14.8K -998 -4%
AAS
82
Avantax Advisory Services
Texas
$361K +$85.5K +5,782 +30%
MCCA
83
Mill Creek Capital Advisors
Pennsylvania
$352K +$361K +24,411 New
TC
84
Titleist Capital
Texas
$339K +$4.97K +336 +1%
BW
85
Bison Wealth
Georgia
$337K
CFG
86
Carr Financial Group
Massachusetts
$334K +$343K +23,162 New
TPW
87
Transatlantique Private Wealth
New York
$329K -$212K -14,325 -39%
MAM
88
Milestone Asset Management
Pennsylvania
$322K +$299K +20,243 New
OIA
89
OneDigital Investment Advisors
Kansas
$320K +$1.69K +114 +0.5%
KFC
90
Klingenstein Fields & Co
New York
$312K -$68.1K -4,600 -17%
DP
91
Dearborn Partners
Illinois
$311K -$115K -7,764 -26%
Lido Advisors
92
Lido Advisors
California
$302K
JPLA
93
Joseph P. Lucia & Associates
New York
$300K -$24.7K -1,670 -7%
BCM
94
BlueCrest Capital Management
Jersey
$290K +$298K +20,152 New
IFWM
95
Institute for Wealth Management
Colorado
$290K
TWP
96
Tempus Wealth Planning
California
$288K +$296K +20,000 New
Fiera Capital (Canada)
97
Fiera Capital (Canada)
Quebec, Canada
$277K
HAG
98
HF Advisory Group
Maryland
$264K +$272K +18,360 New
PP
99
Prudential plc
United Kingdom
$261K
FHA
100
Flagship Harbor Advisors
Massachusetts
$257K +$22.8K +1,542 +9%