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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Covington Capital Management
California
$20K
JCM
152
Jacobi Capital Management
Pennsylvania
$19K +$241 +13 +1%
BAM
153
Bruderman Asset Management
New York
$17K +$17.4K +940 New
RCG
154
Ruggie Capital Group
Florida
$11K
BWL
155
Bogart Wealth LLC
Virginia
$10K +$5.36K +289 +116%
IBOK
156
Independence Bank of Kentucky
Kentucky
$9K
MFW
157
Mosaic Family Wealth
Missouri
$9K
WIM
158
Westside Investment Management
California
$8.98K
IFAM
159
Institutional & Family Asset Management
Colorado
$8K +$8.19K +442 New
CAC
160
Certified Advisory Corp
Florida
$7K
VCM
161
Virtue Capital Management
Tennessee
$7K +$7.41K +400 New
AIM
162
Advantage Investment Management
Iowa
$6K -$2.82K -152 -30%
MSA
163
Marino Stram & Associates
Massachusetts
$6K
DSC
164
Duncker Streett & Co
Missouri
$5K -$167 -9 -3%
AA
165
AlphaMark Advisors
Kentucky
$4K
GWS
166
Glassman Wealth Services
Virginia
$4K
SWP
167
Strategic Wealth Partners
Ohio
$3K
AWS
168
AJ Wealth Strategies
New York
-$7.42M -393,399 Closed
JMPWA
169
JP Morgan Private Wealth Advisors
California
-$1.44M -76,278 Closed
SB
170
Suntrust Banks
Georgia
-$803K -42,158 Closed
Millennium Management
171
Millennium Management
New York
-$452K -23,954 Closed
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
-$432K -22,935 Closed
IH
173
IFC Holdings
Florida
-$354K -18,737 Closed
SG Americas Securities
174
SG Americas Securities
New York
-$328K -17,400 Closed
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
-$300K -15,900 Closed