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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
CNB Bank
Pennsylvania
$168K +$70.7K +4,882 +73%
CIC
227
Carnegie Investment Counsel
Ohio
$166K -$20.3K -1,400 -11%
PFA
228
Pinnacle Family Advisors
Missouri
$162K -$614K -42,431 -79%
M&T Bank
229
M&T Bank
New York
$162K -$2.21K -153 -1%
TPWA
230
TRUE Private Wealth Advisors
Oregon
$162K +$162K +11,193 New
ASN
231
Advisory Services Network
Georgia
$160K -$341K -23,556 -68%
CM
232
Cornerstone Management
Georgia
$153K +$152K +10,480 New
BPM
233
Bowling Portfolio Management
Ohio
$152K
AFP
234
Ausdal Financial Partners
Iowa
$152K +$151K +10,454 New
Neuberger Berman Group
235
Neuberger Berman Group
New York
$150K +$150K +10,331 New
PFC
236
Phocas Financial Corp
California
$146K
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$145K -$68.8K -4,754 -32%
SIS
238
Sound Income Strategies
Florida
$133K +$46.8K +3,234 +55%
TWA
239
TCI Wealth Advisors
Arizona
$132K +$14 +1 +0%
TFS
240
TrustCore Financial Services
Tennessee
$127K -$37.6K -2,600 -23%
FGAM
241
Financial Gravity Asset Management
Texas
$126K +$15.6K +1,078 +14%
B
242
Bridgeworth
Alabama
$125K +$125K +8,635 New
JP Morgan Chase
243
JP Morgan Chase
New York
$123K -$276K -19,083 -69%
BWP
244
Baldwin Wealth Partners
Massachusetts
$118K
SCA
245
Stuart Chaussee & Associates
California
$101K +$101K +6,965 New
SEI Investments
246
SEI Investments
Pennsylvania
$90K +$42.9K +2,963 +91%
CI
247
CX Institutional
Indiana
$88K +$87.3K +6,033 New
SWP
248
Strategic Wealth Partners
Ohio
$72K -$51.6K -3,564 -42%
NSIM
249
North Star Investment Management
Illinois
$70K +$217 +15 +0.3%
AWA
250
Acorn Wealth Advisors
Michigan
$68K