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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Golden State Wealth Management
California
$340K +$371K +25,811 New
DAS
227
Dynamic Advisor Solutions
Arizona
$338K +$20K +1,388 +6%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$336K -$7.19K -500 -2%
KWM
229
Kingsview Wealth Management
Oregon
$335K -$62.5K -4,348 -15%
WA
230
Wealthstar Advisors
Texas
$335K -$14K -971 -4%
IWM
231
IHT Wealth Management
Illinois
$334K +$2.11K +147 +0.6%
Barclays
232
Barclays
United Kingdom
$329K
QCIG
233
Quad-Cities Investment Group
Iowa
$323K +$27.3K +1,897 +8%
CIA
234
Capital Investment Advisors
Georgia
$313K -$5.58K -388 -2%
RA
235
RFG Advisory
Alabama
$312K +$341K +23,729 New
KFC
236
Klingenstein Fields & Co
New York
$305K
FUBT
237
First United Bank & Trust
Maryland
$304K +$332K +23,105 New
SAM
238
SignalPoint Asset Management
Missouri
$303K +$30.4K +2,112 +10%
GFPC
239
Global Financial Private Client
Florida
$294K +$337K +23,431 New
IWP
240
Insight Wealth Partners
Texas
$293K
FHA
241
Flagship Harbor Advisors
Massachusetts
$291K +$317K +22,049 +84,804%
CW
242
CreativeOne Wealth
Kansas
$286K -$36.3K -2,527 -10%
HIA
243
Harbor Investment Advisory
Maryland
$285K +$47.5K +3,300 +18%
GPA
244
Guidance Point Advisors
Massachusetts
$281K -$143K -9,929 -32%
PPP
245
Private Portfolio Partners
New Jersey
$281K +$403 +28 +0.1%
SWM
246
SeaCrest Wealth Management
New York
$275K -$239K -16,600 -44%
PFC
247
Phocas Financial Corp
California
$269K
TC
248
TownSquare Capital
Utah
$264K -$24.6K -1,709 -8%
SF
249
Synovus Financial
Georgia
$262K +$98.5K +6,848 +53%
RTS
250
Round Table Services
New Jersey
$258K