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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
151
Golden State Wealth Management
California
$30K +$29.7K +1,600 New
BAM
152
Bellevue Asset Management
Washington
$27K – – –
DI
153
Disciplined Investments
Oklahoma
$26K +$316 +17 +1%
CAL
154
Capital Advisors Ltd
Ohio
$22K – – –
PineBridge Investments
155
PineBridge Investments
New York
$19K – – –
PB
156
Pinnacle Bancorp
Nebraska
$19K – – –
IBOK
157
Independence Bank of Kentucky
Kentucky
$18K – – –
Benjamin F. Edwards & Company
158
Benjamin F. Edwards & Company
Missouri
$18K +$5.68K +306 +48%
WEC
159
Winslow Evans & Crocker
Massachusetts
$17K – – –
Fidelity Investments
160
Fidelity Investments
Massachusetts
$12K -$11.4K -616 -49%
LWA
161
Lowe Wealth Advisors
Maryland
$12K – – –
WCG
162
Weaver Consulting Group
California
$11K – – –
BWM
163
BerganKDV Wealth Management
Minnesota
$10K – – –
IFAM
164
Institutional & Family Asset Management
Colorado
$8K – – –
CAGAS
165
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
DSC
166
Duncker Streett & Co
Missouri
$5K – – –
HB
167
Horizon Bancorp
Indiana
$5K – – –
GWS
168
Glassman Wealth Services
Virginia
$5K +$56 +3 +1%
CICI
169
Capital Investment Counsel Inc
North Carolina
$5K +$5.11K +275 New
JCM
170
Jacobi Capital Management
Pennsylvania
$4K – – –
Ancora Advisors
171
Ancora Advisors
Ohio
$3K – – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
HIA
173
Harbor Investment Advisory
Maryland
$2K – – –
Tower Research Capital (TRC)
174
Tower Research Capital (TRC)
New York
$2K – – –
PFA
175
Professional Financial Advisors
Nebraska
$2K +$1.86K +100 New