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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$29K +$91 +6 +0.3%
JFG
127
JDM Financial Group
Texas
$27K +$380 +25 +1%
CIAS
128
Capital Investment Advisory Services
North Carolina
$26.2K +$122 +8 +0.5%
BAM
129
Byrne Asset Management
New Jersey
$25.8K – – –
KIG
130
Kessler Investment Group
Indiana
$23.6K – – –
TLCM
131
Twin Lakes Capital Management
California
$23.5K – – –
RL
132
Rogco LP
Oklahoma
$22.9K – – –
WI
133
Wintrust Investments
Illinois
$22K -$215K -14,180 -91%
WP
134
WealthShield Partners
North Carolina
$20.5K – – –
PTC
135
Private Trust Company
Ohio
$20.2K -$10.8K -711 -36%
WIM
136
Westside Investment Management
California
$19.4K – – –
NFA
137
Northwest Financial Advisors
Virginia
$18.6K +$18.1K +1,190 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$18K – – –
Steward Partners Investment Advisory
139
Steward Partners Investment Advisory
New York
$17.6K – – –
RIL
140
Rothschild Investment LLC
Illinois
$17.2K – – –
Bogart Wealth LLC
141
Bogart Wealth LLC
Virginia
$16.6K – – –
PB
142
Pinnacle Bancorp
Nebraska
$15.7K – – –
Washington Trust
143
Washington Trust
Rhode Island
$15.7K – – –
Bartlett & Co Wealth Management
144
Bartlett & Co Wealth Management
Ohio
$14.9K – – –
IBOK
145
Independence Bank of Kentucky
Kentucky
$14.9K – – –
FFA
146
Founders Financial Alliance
North Carolina
$12.9K – – –
Arax Advisory Partners
147
Arax Advisory Partners
Colorado
$12.4K – – –
GM
148
GeoWealth Management
Illinois
$11.7K +$11.4K +750 New
Ameritas Investment Partners
149
Ameritas Investment Partners
Nebraska
$11.5K -$49.5K -3,261 -82%
AF
150
Advisornet Financial
Minnesota
$7.83K – – –