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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Realta Investment Advisors
Delaware
$88K +$19.5K +1,059 +28%
KIG
127
Kessler Investment Group
Indiana
$84K – – –
NL
128
NVWM LLC
Pennsylvania
$83K +$36.9K +2,000 +80%
Meridian Wealth Management
129
Meridian Wealth Management
Kentucky
$76.2K +$76.2K +4,135 New
AOWM
130
Alpha Omega Wealth Management
Virginia
$64K – – –
1832 Asset Management
131
1832 Asset Management
Ontario, Canada
$57K – – –
LWM
132
Liberty Wealth Management
California
$51K +$50.6K +2,748 New
Geneos Wealth Management
133
Geneos Wealth Management
Colorado
$50K +$147 +8 +0.3%
Synovus Financial
134
Synovus Financial
Georgia
$46K – – –
FGAM
135
Financial Gravity Asset Management
Texas
$38K -$75.7K -4,110 -67%
LDFR
136
Lehman & Derafelo Financial Resources
Pennsylvania
$38K +$497 +27 +1%
NFG
137
Next Financial Group
Texas
$32K +$31.8K +1,726 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$30K – – –
GSWM
140
Golden State Wealth Management
California
$29K – – –
EWM
141
Executive Wealth Management
Michigan
$26K – – –
IWA
142
Intercontinental Wealth Advisors
Texas
$23K – – –
Brinker Capital Investments
143
Brinker Capital Investments
Pennsylvania
$22K – – –
Covington Capital Management
144
Covington Capital Management
California
$20K – – –
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$295 -16 -2%
PCMK
146
Paragon Capital Management (Kansas)
Kansas
$18K – – –
PineBridge Investments
147
PineBridge Investments
New York
$18K – – –
PB
148
Pinnacle Bancorp
Nebraska
$18K – – –
WEC
149
Winslow Evans & Crocker
Massachusetts
$18K – – –
DWM
150
Doyle Wealth Management
Florida
$18K +$18.4K +1,000 New