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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCP
226
Blue Chip Partners
Michigan
$813K +$808K +54,195 New
CAC
227
Certified Advisory Corp
Florida
$794K -$70.2K -4,712 -8%
PPWM
228
Paragon Private Wealth Management
Kentucky
$794K +$789K +52,942 New
TFA
229
Tranquilli Financial Advisor
New Jersey
$750K -$708K -47,500 -49%
N
230
Natixis
France
$742K -$3.67K -246 -0.5%
NWMG
231
National Wealth Management Group
Ohio
$741K +$736K +49,381 New
SB
232
Sunflower Bank
Texas
$734K -$110K -7,356 -13%
MIAN
233
Mariner Independent Advisor Network
Kansas
$730K -$42.2K -2,829 -5%
SFS
234
Sowell Financial Services
Arkansas
$726K +$42.3K +2,841 +6%
WWM
235
Western Wealth Management
Colorado
$724K +$714K +47,931 New
TA
236
TrueWealth Advisors
Alabama
$719K -$95.9K -6,432 -12%
WPC
237
Wedmont Private Capital
Pennsylvania
$708K +$710K +47,656 New
PFA
238
Pinnacle Family Advisors
Missouri
$698K +$31.4K +2,109 +5%
Bank of New York Mellon
239
Bank of New York Mellon
New York
$697K +$187K +12,552 +37%
PCM
240
Pennsylvania Capital Management
Pennsylvania
$692K +$688K +46,166 New
DFA
241
DHK Financial Advisors
New Hampshire
$691K +$687K +46,072 New
CIC
242
Carnegie Investment Counsel
Ohio
$683K +$157K +10,544 +30%
SWMG
243
Sanchez Wealth Management Group
Florida
$677K +$12.6K +848 +2%
AAS
244
Ameritas Advisory Services
Nebraska
$675K +$671K +45,005 New
WPC
245
White Pine Capital
Minnesota
$672K -$48.3K -3,238 -7%
VFA
246
Valeo Financial Advisors
Indiana
$672K +$19.1K +1,284 +3%
OPA
247
Old Port Advisors
Maine
$660K +$103K +6,877 +18%
OA
248
Oxbow Advisors
Texas
$657K -$30.8K -2,068 -5%
SG
249
StoneX Group
New York
$657K +$17.1K +1,149 +3%
LFGH
250
Lee Financial Group Hawaii
Hawaii
$650K -$21.2K -1,424 -3%