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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$388K -$128K -6,693 -25%
IFWM
102
Institute for Wealth Management
Colorado
$384K
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$379K +$6.53K +342 +2%
CFA
104
Cahill Financial Advisors
Minnesota
$356K +$22.7K +1,188 +7%
CHA
105
Carmichael Hill & Associates
Maryland
$344K +$12K +626 +4%
OMC
106
Old Mission Capital
Illinois
$328K +$330K +17,306 New
KA
107
Kovack Advisors
Florida
$326K +$48.1K +2,518 +17%
AFM
108
Abbot Financial Management
Massachusetts
$325K -$16K -840 -5%
IWA
109
IBEX Wealth Advisors
New Jersey
$323K +$878 +46 +0.3%
SIAG
110
Safeguard Investment Advisory Group
California
$321K -$37.9K -1,986 -10%
CG
111
Colony Group
Massachusetts
$304K -$3.17K -166 -1%
FAN
112
Financial Advisors Network
California
$301K -$821 -43 -0.3%
Creative Planning
113
Creative Planning
Kansas
$298K +$71.1K +3,722 +31%
LSPW
114
Lake Street Private Wealth
Illinois
$289K -$9.55K -500 -3%
CCM
115
Covington Capital Management
California
$276K
WFA
116
WestHill Financial Advisors
California
$274K +$276K +14,475 New
OC
117
Oppenheimer & Co
New York
$273K -$5.9K -309 -2%
VBCG
118
Valley Brook Capital Group
Pennsylvania
$261K
OIA
119
OneDigital Investment Advisors
Kansas
$260K +$29.7K +1,554 +13%
AAS
120
Avantax Advisory Services
Texas
$252K +$30.5K +1,600 +14%
1WM
121
1900 Wealth Management
Texas
$247K
WA
122
WBH Advisory
Maryland
$247K
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$245K
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$237K -$14.3K -750 -6%
BSA
125
Bull Street Advisors
Georgia
$237K