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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
226
Liberty Capital Management
Michigan
$648K +$665K +47,725 New
PPWM
227
Paragon Private Wealth Management
Kentucky
$644K -$36.5K -2,620 -5%
CIAS
228
Capital Investment Advisory Services
North Carolina
$634K +$103K +7,416 +19%
DFA
229
DHK Financial Advisors
New Hampshire
$633K +$7.6K +546 +1%
TWP
230
Transparent Wealth Partners
Arkansas
$633K +$649K +46,618 New
1WM
231
1900 Wealth Management
Texas
$626K -$279K -20,036 -30%
SWMG
232
Sanchez Wealth Management Group
Florida
$611K -$1.17K -84 -0.2%
AL
233
ACAS LLC
California
$604K -$172K -12,375 -22%
AC
234
Apella Capital
Connecticut
$603K -$257K -18,455 -29%
OA
235
Oxbow Advisors
Texas
$600K +$5.88K +422 +1%
N
236
Natixis
France
$597K -$75.7K -5,437 -11%
AAS
237
Ameritas Advisory Services
Nebraska
$594K -$16.8K -1,205 -3%
WPC
238
White Pine Capital
Minnesota
$589K -$19.1K -1,372 -3%
AF
239
Advisornet Financial
Minnesota
$587K -$936K -67,226 -61%
LSA
240
Lion Street Advisors
Texas
$569K -$1.84K -132 -0.3%
KFS
241
Kaizen Financial Strategies
California
$566K +$107K +7,660 +22%
RJT
242
Raymond James Trust
Florida
$562K -$1.01M -72,714 -64%
SG
243
StoneX Group
New York
$556K -$38.6K -2,773 -6%
CAN
244
Claraphi Advisory Network
United States
$555K +$49.2K +3,531 +9%
PP
245
Prudential plc
United Kingdom
$543K – – –
AIC
246
Argus Investors Counsel
New York
$542K – – –
UCB
247
United Community Bank
South Carolina
$540K +$15.6K +1,120 +3%
CW
248
CreativeOne Wealth
Kansas
$537K -$43.8K -3,149 -7%
IF
249
Intrua Financial
Texas
$525K +$14.5K +1,041 +3%
WAM
250
Worth Asset Management
Texas
$521K +$595K +42,761 New
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