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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
176
Pinnacle Bancorp
Nebraska
$19K – – –
TWM
177
Tradition Wealth Management
Minnesota
$18K – – –
FF
178
FourThought Financial
Florida
$12K – – –
LWA
179
Lowe Wealth Advisors
Maryland
$12K – – –
BWM
180
BerganKDV Wealth Management
Minnesota
$10K – – –
GLLW
181
Graves Light Lenhart Wealth
Virginia
$10K +$115 +6 +1%
IFAM
182
Institutional & Family Asset Management
Colorado
$8K – – –
CAGAS
183
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
DSC
184
Duncker Streett & Co
Missouri
$6K – – –
Allworth Financial
185
Allworth Financial
California
$5K – – –
GWS
186
Glassman Wealth Services
Virginia
$5K +$57 +3 +1%
JCM
187
Jacobi Capital Management
Pennsylvania
$4K – – –
AWM
188
Atticus Wealth Management
Florida
$3K -$41K -2,148 -92%
Ancora Advisors
189
Ancora Advisors
Ohio
$3K – – –
PFA
190
Professional Financial Advisors
Nebraska
$2K – – –
NFSG
191
Newbridge Financial Services Group
Florida
$1K – – –
WIM
192
Westside Investment Management
California
$4 – – –
Exchange Traded Concepts
193
Exchange Traded Concepts
Oklahoma
– -$32.6M -1,691,497 Closed
Foundations Investment Advisors
194
Foundations Investment Advisors
Arizona
– -$29.2M -1,511,953 Closed
GM
195
GeoWealth Management
Illinois
– -$5.07M -262,978 Closed
CRI
196
Colonial River Investments
Virginia
– -$1.25M -65,059 Closed
Renaissance Technologies
197
Renaissance Technologies
New York
– -$1.18M -61,144 Closed
MWA
198
MFA Wealth Advisors
Pennsylvania
– -$648K -33,545 Closed
Wealthspire Advisors (New York)
199
Wealthspire Advisors (New York)
New York
– -$617K -32,000 Closed
KOMWMG
200
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$503K -26,056 Closed