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Invesco Financial Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$28K +$5.23K +300 +22%
BWL
177
Bogart Wealth LLC
Virginia
$27K
TLCM
178
Twin Lakes Capital Management
California
$25K
DI
179
Disciplined Investments
Oklahoma
$25K +$296 +17 +1%
SWM
180
Spire Wealth Management
Virginia
$24K -$55.7K -3,197 -70%
CIAS
181
Capital Investment Advisory Services
North Carolina
$24K -$15.9K -911 -39%
BAM
182
Bellevue Asset Management
Washington
$24K
WWM
183
Wolff Wiese Magana
California
$24K
GRP
184
Global Retirement Partners
California
$23K +$26K +1,493 New
BONH
185
Bank of New Hampshire
New Hampshire
$21K +$21.6K +1,240 New
CAL
186
Capital Advisors Ltd
Ohio
$20K
CA
187
Clearstead Advisors
Ohio
$20K
WT
188
Washington Trust
Rhode Island
$20K
HNB
189
Huntington National Bank
Ohio
$17K
PB
190
Pinnacle Bancorp
Nebraska
$17K
EWM
191
EPG Wealth Management
Georgia
$17K +$17.7K +1,013 New
TWM
192
Tradition Wealth Management
Minnesota
$16K
BC
193
Burleson & Co
California
$13K +$13.1K +750 New
Citigroup
194
Citigroup
New York
$11K -$9.24K -530 -46%
FF
195
FourThought Financial
Florida
$11K
LWA
196
Lowe Wealth Advisors
Maryland
$11K
BA
197
Bivin & Associates
Oklahoma
$10K
Fidelity Investments
198
Fidelity Investments
Massachusetts
$9K -$5.14K -295 -36%
BWM
199
BerganKDV Wealth Management
Minnesota
$9K
GLLW
200
Graves Light Lenhart Wealth
Virginia
$9K +$122 +7 +1%