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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
$219K +$218K +11,610 New
MMG
127
Monetary Management Group
Missouri
$218K
NEPWA
128
New England Private Wealth Advisors
Massachusetts
$210K -$5.18K -276 -2%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$199K -$7.54K -402 -4%
FNBOSM
130
First National Bank of South Miami
Florida
$193K
KFP
131
KMG Fiduciary Partners
Ohio
$191K +$190K +10,125 New
UAS
132
United Asset Strategies
New York
$189K
PAS
133
Partnervest Advisory Services
California
$189K +$188K +10,000 New
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$185K
SPIA
135
Steward Partners Investment Advisory
New York
$124K -$23.5K -1,254 -16%
William Blair & Company
136
William Blair & Company
Illinois
$114K -$37.5K -2,000 -25%
SBL
137
Sargent Bickham Lagudis
Colorado
$113K +$1.37K +73 +1%
APA
138
American Portfolios Advisors
New York
$112K
RIA
139
Realta Investment Advisors
Delaware
$110K -$28.3K -1,511 -20%
CFGS
140
Concourse Financial Group Securities
Alabama
$102K +$101K +5,404 New
RCA
141
Rowland Carmichael Advisors
Arizona
$99K +$98.3K +5,238 New
SNT
142
Security National Trust
West Virginia
$94K -$49.7K -2,650 -35%
GFPC
143
Global Financial Private Capital
Florida
$93K -$6.85K -365 -7%
CI
144
CX Institutional
Indiana
$93K
AF
145
Advisornet Financial
Minnesota
$90K +$131 +7 +0.1%
KIG
146
Kessler Investment Group
Indiana
$74K
AWM
147
Atticus Wealth Management
Florida
$72K +$71.3K +3,803 New
RMAM
148
Raab & Moskowitz Asset Management
New Jersey
$70K +$70.5K +3,761 New
GFPC
149
Global Financial Private Client
Florida
$68.7K +$68.3K +3,641 New
1832 Asset Management
150
1832 Asset Management
Ontario, Canada
$58K