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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Doyle Wealth Management
Florida
$17K +$17.6K +1,000 New
PB
152
Pinnacle Bancorp
Nebraska
$17K +$17.6K +1,000 New
IBOK
153
Independence Bank of Kentucky
Kentucky
$16K
RFA
154
Reilly Financial Advisors
California
$12K -$23.8K -1,350 -66%
CIAS
155
Capital Investment Advisory Services
North Carolina
$10K +$10.5K +594 New
CAGAS
156
Capital Advisory Group Advisory Services
Minnesota
$9K -$1.76K -100 -17%
BWM
157
BerganKDV Wealth Management
Minnesota
$9K
BWL
158
Bogart Wealth LLC
Virginia
$9K
MFW
159
Mosaic Family Wealth
Missouri
$9K
WIM
160
Westside Investment Management
California
$8.4K
IFAM
161
Institutional & Family Asset Management
Colorado
$8K
BFEC
162
Benjamin F. Edwards & Company
Missouri
$7K -$19K -1,076 -72%
GWMIA
163
Global Wealth Management Investment Advisory
Florida
$7K +$7.43K +421 New
LFG
164
Larson Financial Group
Missouri
$6K +$5.96K +338 New
DSC
165
Duncker Streett & Co
Missouri
$5K
GWS
166
Glassman Wealth Services
Virginia
$4K
AWM
167
AllSquare Wealth Management
New York
$3K
AA
168
AlphaMark Advisors
Kentucky
$3K
LPWM
169
Lake Point Wealth Management
Texas
$3K +$3.1K +176 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$2K +$1.76K +100 New
SFA
171
Semmax Financial Advisors
North Carolina
$1K +$741 +42 New
WBG
172
Wharton Business Group
Pennsylvania
-$6.95M -381,815 Closed
JMPWA
173
JP Morgan Private Wealth Advisors
California
-$1.41M -77,293 Closed
PWM
174
Paulson Wealth Management
Illinois
-$797K -44,679 Closed
FFS
175
Founders Financial Securities
Maryland
-$789K -43,366 Closed