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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Advisornet Financial
Minnesota
$41K +$190 +12 +0.4%
CM
152
Cornerstone Management
Georgia
$40.2K
WAM
153
Worth Asset Management
Texas
$38K -$106K -6,720 -73%
HBW
154
Hazlett, Burt & Watson
West Virginia
$38K
AIM
155
Anchor Investment Management
South Carolina
$37.6K
LDFR
156
Lehman & Derafelo Financial Resources
Pennsylvania
$36K +$522 +33 +1%
BAM
157
Byrne Asset Management
New Jersey
$30K -$2.37K -150 -7%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$25K
BWL
159
Bogart Wealth LLC
Virginia
$24K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$24K
KIG
161
Kessler Investment Group
Indiana
$23K -$38.4K -2,430 -62%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$23K -$2.63K -166 -10%
TLCM
163
Twin Lakes Capital Management
California
$23K +$23.7K +1,500 New
PWS
164
Paragon Wealth Strategies
Florida
$23K +$24.6K +1,553 New
BAM
165
Bellevue Asset Management
Washington
$22K
SWM
166
Spire Wealth Management
Virginia
$21K
CIAS
167
Capital Investment Advisory Services
North Carolina
$21K +$63 +4 +0.3%
LWA
168
Lowe Wealth Advisors
Maryland
$20K
CAL
169
Capital Advisors Ltd
Ohio
$18K
CA
170
Clearstead Advisors
Ohio
$18K
WAM
171
WFA Asset Management
Wisconsin
$17.1K +$18K +1,136 New
Fidelity Investments
172
Fidelity Investments
Massachusetts
$17K -$1.31K -83 -7%
WT
173
Washington Trust
Rhode Island
$17K
WFA
174
WestHill Financial Advisors
California
$17K
DI
175
Disciplined Investments
Oklahoma
$16K +$316 +20 +2%