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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$643K -$329K -22,127 -34%
VFA
227
Valeo Financial Advisors
Indiana
$643K +$72.8K +4,895 +13%
IWM
228
IHT Wealth Management
Illinois
$638K +$310K +20,826 +96%
CAAS
229
Capital Asset Advisory Services
Michigan
$635K -$876K -58,896 -58%
JF
230
JSF Financial
California
$631K +$194K +13,056 +45%
SFS
231
Sowell Financial Services
Arkansas
$630K -$15.9K -1,066 -2%
CA
232
Cetera Advisors
Colorado
$622K +$7.18K +483 +1%
CFA
233
Camarda Financial Advisors
Florida
$615K -$105K -7,033 -15%
BAAM
234
Baker Avenue Asset Management
California
$610K
PP
235
Prudential plc
United Kingdom
$600K -$297K -20,000 -33%
CK
236
Cohen Klingenstein
New York
$600K
FMC
237
First Merchants Corp
Indiana
$600K
SSWM
238
Sheets Smith Wealth Management
North Carolina
$593K -$2.5M -168,288 -81%
CAC
239
Certified Advisory Corp
Florida
$587K +$582K +39,106 New
MAFM
240
Mid Atlantic Financial Management
Pennsylvania
$584K -$9.77K -657 -2%
AAM
241
Autus Asset Management
Arizona
$572K +$103K +6,950 +22%
OFA
242
Oak Family Advisors
Illinois
$565K +$4.83K +325 +0.9%
AIC
243
Argus Investors Counsel
New York
$557K +$351K +23,600 +174%
FWM
244
Frontier Wealth Management
Missouri
$541K -$82K -5,511 -13%
BA
245
Bluesphere Advisors
Pennsylvania
$541K +$937 +63 +0.2%
SXL
246
Summit X LLC
Missouri
$540K -$23.9K -1,605 -4%
SG
247
StoneX Group
New York
$537K +$40.8K +2,744 +8%
US Bancorp
248
US Bancorp
Minnesota
$534K +$13.3K +897 +3%
CCB
249
Cutter & Co Brokerage
Missouri
$530K -$52.4K -3,526 -9%
PIA
250
Pinion Investment Advisors
Kansas
$522K +$104K +7,010 +25%