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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
101
Carmichael Hill & Associates
Maryland
$273K +$3.98K +215 +1%
EAM
102
Evanson Asset Management
California
$260K
TSS
103
Two Sigma Securities
New York
$258K +$258K +13,925 New
BTS
104
BB&T Securities
Virginia
$247K -$31K -1,675 -11%
FHA
105
Flagship Harbor Advisors
Massachusetts
$245K +$204 +11 +0.1%
GT
106
Glenmede Trust
Pennsylvania
$226K
OPCM
107
Osborne Partners Capital Management
California
$223K
SPIA
108
Steward Partners Investment Advisory
New York
$216K -$2.69K -145 -1%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$212K
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$210K +$296 +16 +0.1%
UAS
111
United Asset Strategies
New York
$209K
SBIA
112
Sheaff Brock Investment Advisors
Indiana
$207K -$96.3K -5,200 -32%
LA
113
LexAurum Advisors
Kansas
$195K +$315 +17 +0.2%
TFA
114
Transamerica Financial Advisors
Florida
$195K +$72.5K +3,913 +60%
M&T Bank
115
M&T Bank
New York
$194K
SMC
116
Smith, Moore & Co
Missouri
$190K -$56.1K -3,028 -23%
Truist Financial
117
Truist Financial
North Carolina
$187K
BHIA
118
Birch Hill Investment Advisors
Massachusetts
$185K -$13.9K -750 -7%
IA
119
IFP Advisors
Florida
$177K
RFC
120
Regions Financial Corp
Alabama
$174K
SNT
121
Security National Trust
West Virginia
$167K -$139K -7,500 -45%
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$156K
SBL
123
Sargent Bickham Lagudis
Colorado
$146K +$3.63K +196 +3%
WWMSC
124
Wagner Wealth Management (South Carolina)
South Carolina
$139K +$134K +7,255 +3,168%
APA
125
American Portfolios Advisors
New York
$138K -$11.3K -610 -8%