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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
76
Leading Edge Financial Planning
Tennessee
$253K -$153K -10,385 -38%
RPCA
77
Running Point Capital Advisors
California
$242K -$23K -1,560 -9%
MCM
78
McRae Capital Management
New Jersey
$239K -$15 -1 -0%
WI
79
Wintrust Investments
Illinois
$230K +$7.38K +500 +3%
SFS
80
Symphony Financial Services
Ohio
$222K +$220K +14,939 New
KPWS
81
Kestra Private Wealth Services
Texas
$221K +$222K +15,025 New
TSWM
82
Triangle Securities Wealth Management
North Carolina
$215K
PPWP
83
Premier Path Wealth Partners
New Jersey
$208K
Mariner
84
Mariner
Kansas
$207K +$208K +14,059 New
EFS
85
Essex Financial Services
Connecticut
$206K +$1.39K +94 +0.7%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$205K +$206K +13,936 New
AFM
87
Abbot Financial Management
Massachusetts
$204K +$236 +16 +0.1%
NPFS
88
Novak & Powell Financial Services
Florida
$197K +$192 +13 +0.1%
EH
89
Equitable Holdings
New York
$193K +$194K +13,136 New
AWA
90
Arkadios Wealth Advisors
Georgia
$188K +$8.78K +595 +5%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$187K -$19.6K -1,329 -9%
VBCG
92
Valley Brook Capital Group
Pennsylvania
$186K
MOS
93
MGO One Seven
Ohio
$184K +$185K +12,512 New
ACM
94
Advisors Capital Management
New Jersey
$179K +$2.8K +190 +2%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$176K -$7.38K -500 -4%
SI
96
Stephens Inc
Arkansas
$175K +$2.21K +150 +1%
KWM
97
Kingsview Wealth Management
Oregon
$175K +$24.3K +1,644 +16%
RT
98
Rockland Trust
Massachusetts
$172K
WFC
99
Western Financial Corp
California
$170K +$171K +11,570 New
1WM
100
1900 Wealth Management
Texas
$169K