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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
151
Golden State Wealth Management
California
$27K +$29.1K +1,600 New
BAM
152
Bellevue Asset Management
Washington
$25K – – –
DI
153
Disciplined Investments
Oklahoma
$22K +$309 +17 +1%
CAL
154
Capital Advisors Ltd
Ohio
$20K +$21.8K +1,200 New
PineBridge Investments
155
PineBridge Investments
New York
$17K – – –
PB
156
Pinnacle Bancorp
Nebraska
$17K – – –
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$182 +10 +1%
CT
158
Caldwell Trust
Florida
$16.9K – – –
IBOK
159
Independence Bank of Kentucky
Kentucky
$16K – – –
WEC
160
Winslow Evans & Crocker
Massachusetts
$16K – – –
NC
161
NewSquare Capital
Pennsylvania
$14K -$2.94M -161,687 -99%
LWA
162
Lowe Wealth Advisors
Maryland
$11K -$3.63K -200 -24%
WCG
163
Weaver Consulting Group
California
$10K – – –
AIC
164
Ameritas Investment Company
Nebraska
$10K +$1.82K +100 +20%
BWM
165
BerganKDV Wealth Management
Minnesota
$9K – – –
Bogart Wealth LLC
166
Bogart Wealth LLC
Virginia
$9K – – –
RAM
167
Riggs Asset Management
Pennsylvania
$9K – – –
CIAS
168
Capital Investment Advisory Services
North Carolina
$9K +$127 +7 +1%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$8K -$250K -13,780 -97%
Benjamin F. Edwards & Company
170
Benjamin F. Edwards & Company
Missouri
$8K +$109 +6 +1%
DWM
171
Darwin Wealth Management
Florida
$8K +$8.59K +473 New
IFAM
172
Institutional & Family Asset Management
Colorado
$7K – – –
CAGAS
173
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
MCM
174
McMillion Capital Management
North Carolina
$6K – – –
DSC
175
Duncker Streett & Co
Missouri
$5K – – –