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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
251
Financial Gravity Asset Management
Texas
$110K +$112K +7,664 New
CB
252
CNB Bank
Pennsylvania
$97K +$16.6K +1,137 +21%
SFM
253
Signet Financial Management
New Jersey
$92K +$92.1K +6,318 New
HWP
254
Hefty Wealth Partners
Indiana
$88K – – –
SIS
255
Sound Income Strategies
Florida
$86K – – –
PWAG
256
Polaris Wealth Advisory Group
California
$81K +$81.1K +5,567 New
NSIM
257
North Star Investment Management
Illinois
$70K +$204 +14 +0.3%
FFW
258
Fusion Family Wealth
New York
$67K -$27K -1,850 -29%
CWM
259
Catamount Wealth Management
Connecticut
$66K – – –
AWA
260
Acorn Wealth Advisors
Michigan
$66K +$2.75K +189 +4%
ME
261
McIlrath & Eck
Washington
$64K – – –
Gradient Investments
262
Gradient Investments
Minnesota
$59K -$8.67K -595 -13%
PFSC
263
Peoples Financial Services Corp
Pennsylvania
$58K – – –
OneDigital Investment Advisors
264
OneDigital Investment Advisors
Kansas
$57K +$802 +55 +1%
CFA
265
Carroll Financial Associates
North Carolina
$55K -$301K -20,623 -84%
BC
266
Barnett & Company
Tennessee
$54K – – –
DSC
267
Duncker Streett & Co
Missouri
$54K – – –
Smithfield Trust
268
Smithfield Trust
Pennsylvania
$52K -$66K -4,531 -56%
SA
269
SRH Advisors
Kansas
$51K – – –
CCMW
270
Cypress Capital Management (Wyoming)
Wyoming
$51K +$50.9K +3,494 New
LYV
271
Live Your Vision
Pennsylvania
$48K – – –
AF
272
Advisornet Financial
Minnesota
$48K +$21.6K +1,485 +83%
BBA
273
Braun-Bostich & Associates
Pennsylvania
$47K – – –
SEI Investments
274
SEI Investments
Pennsylvania
$47K +$29.1K +1,993 +160%
Loring Wolcott & Coolidge Fiduciary Advisors
275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K – – –