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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEFP
76
Leading Edge Financial Planning
Tennessee
$206K -$31.2K -2,224 -13%
WS
77
Wedbush Securities
California
$195K -$122K -8,724 -39%
AFM
78
Abbot Financial Management
Massachusetts
$195K +$238 +17 +0.1%
Brown Advisory
79
Brown Advisory
Maryland
$194K -$114K -8,102 -37%
FA
80
Fiduciary Alliance
South Carolina
$187K -$111K -7,900 -37%
NPFS
81
Novak & Powell Financial Services
Florida
$183K -$4.55K -325 -2%
ACM
82
Advisors Capital Management
New Jersey
$183K +$2.77K +198 +2%
VBCG
83
Valley Brook Capital Group
Pennsylvania
$178K
SFS
84
Symphony Financial Services
Ohio
$168K -$35.2K -2,512 -17%
FSA
85
Fort Sheridan Advisors
Illinois
$166K -$35K -2,500 -17%
FFA
86
Farther Finance Advisors
California
$165K +$2.75K +196 +2%
PTC
87
Private Trust Company
Ohio
$160K
SI
88
Stephens Inc
Arkansas
$155K -$17.3K -1,234 -10%
MCA
89
MSH Capital Advisors
Arizona
$149K -$4.13K -295 -3%
AWA
90
Arkadios Wealth Advisors
Georgia
$146K +$145K +10,356 New
PPWP
91
Premier Path Wealth Partners
New Jersey
$145K
TSWM
92
Triangle Securities Wealth Management
North Carolina
$143K -$7.48K -534 -5%
CCAL
93
City Center Advisors LLC
Michigan
$142K +$141K +10,052 New
M
94
MATAURO
New York
$141K +$140K +10,008 New
FI
95
Financial Insights
Washington
$141K
AW
96
Avion Wealth
Texas
$127K +$127K +9,063 New
RPCA
97
Running Point Capital Advisors
California
$120K +$10.5K +750 +10%
ACA
98
Aptus Capital Advisors
Alabama
$116K +$37K +2,640 +48%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$111K
AAS
100
Ameritas Advisory Services
Nebraska
$83.9K +$83.3K +5,948 New