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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
251
Signet Financial Management
New Jersey
$65K -$26.6K -1,834 -29%
CWM
252
Catamount Wealth Management
Connecticut
$65K – – –
QCIG
253
Quad-Cities Investment Group
Iowa
$63K +$63.5K +4,386 New
JCM
254
Jacobi Capital Management
Pennsylvania
$62K +$37.4K +2,584 +153%
PFSC
255
Peoples Financial Services Corp
Pennsylvania
$58K – – –
CFA
256
Carroll Financial Associates
North Carolina
$57K +$2.1K +145 +4%
STA
257
Summit Trail Advisors
New York
$57K +$56.5K +3,900 New
ME
258
McIlrath & Eck
Washington
$56K -$7.38K -510 -12%
GI
259
Gradient Investments
Minnesota
$55K -$3.56K -246 -6%
DSC
260
Duncker Streett & Co
Missouri
$54K – – –
ST
261
Smithfield Trust
Pennsylvania
$52K – – –
SA
262
SRH Advisors
Kansas
$51K – – –
BWM
263
BerganKDV Wealth Management
Minnesota
$51K +$50.3K +3,476 New
FFW
264
Fusion Family Wealth
New York
$50K -$17.6K -1,215 -26%
LYV
265
Live Your Vision
Pennsylvania
$48K – – –
BC
266
Barnett & Company
Tennessee
$44K -$10.1K -700 -19%
LWCFA
267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K – – –
CWA
268
Clarus Wealth Advisors
Arizona
$43K +$43K +2,968 New
PA
269
Parallel Advisors
California
$39K -$1.67K -115 -4%
QAM
270
QCI Asset Management
New York
$38K – – –
VFA
271
Valeo Financial Advisors
Indiana
$38K +$362 +25 +1%
IF
272
Ironwood Financial
Arizona
$36K -$2.61K -180 -7%
BBPWM
273
Blue Bell Private Wealth Management
Pennsylvania
$34K -$4.34K -300 -11%
FHA
274
Flagship Harbor Advisors
Massachusetts
$34K +$34K +2,349 New
ACS
275
Archford Capital Strategies
Illinois
$32K -$86.9K -6,000 -73%
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11
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