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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
Baystate Wealth Management
Massachusetts
$6K +$75 +5 +1%
HT
252
Heritage Trust
Oklahoma
$6K +$5.61K +372 New
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
SFG
254
SevenBridge Financial Group
Pennsylvania
$5K – – –
AIM
255
Anchor Investment Management
South Carolina
$3.76K – – –
JCM
256
Jacobi Capital Management
Pennsylvania
$3K – – –
VFA
257
Valeo Financial Advisors
Indiana
$3K +$3.12K +207 New
PG
258
Patten Group
Tennessee
$2K – – –
SSB
259
Sandy Spring Bank
Maryland
$2K – – –
CHP
260
Cable Hill Partners
Oregon
$1K – – –
WT
261
Whittier Trust
California
$1K – – –
MSWM
262
Mader & Shannon Wealth Management
Missouri
– -$5.16M -341,402 Closed
CS
263
Credit Suisse
Switzerland
– -$3.02M -200,000 Closed
CIBC World Market
264
CIBC World Market
Ontario, Canada
– -$2.23M -147,855 Closed
CIM
265
Cetera Investment Management
California
– -$1.31M -86,315 Closed
CWM
266
Cabot Wealth Management
Massachusetts
– -$784K -51,895 Closed
CWP
267
Capital Wealth Planning
Florida
– -$663K -43,847 Closed
PWAG
268
Polaris Wealth Advisory Group
California
– -$486K -32,152 Closed
TSS
269
Two Sigma Securities
New York
– -$485K -32,071 Closed
RSA
270
Robertson Stephens Advisors
California
– -$401K -26,533 Closed
BCM
271
Bluefin Capital Management
New York
– -$383K -25,348 Closed
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
– -$301K -19,937 Closed
B
273
Bridgeworth
Alabama
– -$215K -14,159 Closed
AWE
274
Avidian Wealth Enterprises
Texas
– -$206K -13,617 Closed
NA
275
Navellier & Associates
Nevada
– -$201K -13,300 Closed