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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
251
Seneca House Advisors
Virginia
$202K -$35.5K -2,432 -15%
NFC
252
Northeast Financial Consultants
Connecticut
$201K – – –
WCG
253
Weaver Consulting Group
California
$195K – – –
BC
254
Burney Company
Virginia
$195K +$1.46K +100 +0.8%
WS
255
Wedbush Securities
California
$195K +$5.47K +375 +3%
GHA
256
GW Henssler & Associates
Georgia
$193K – – –
LNC
257
Lincoln National Corp
Pennsylvania
$191K +$191K +13,064 New
AI
258
Atria Investments
North Carolina
$190K -$108K -7,371 -37%
IC
259
Intersect Capital
California
$190K -$21.9K -1,500 -10%
DC
260
Davenport & Co
Virginia
$190K – – –
DJSG
261
D.J. St. Germain
Massachusetts
$186K -$9.13K -626 -5%
MC
262
Moors & Cabot
Massachusetts
$185K -$29.2K -1,999 -14%
BAM
263
Barrett Asset Management
New York
$184K – – –
AFP
264
Ausdal Financial Partners
Iowa
$184K +$17.8K +1,221 +11%
CAC
265
Certified Advisory Corp
Florida
$183K +$1.21K +83 +0.7%
HF
266
HRT Financial
New York
$183K +$183K +12,544 New
AIP
267
Almanack Investment Partners
Pennsylvania
$182K – – –
TCM
268
Traynor Capital Management
Pennsylvania
$180K +$18.5K +1,266 +11%
JIC
269
Joel Isaacson & Co
New York
$176K – – –
ACG
270
Allen Capital Group
Nebraska
$176K +$1.6K +110 +0.9%
CIAS
271
Capital Investment Advisory Services
North Carolina
$174K -$34.1K -2,336 -17%
SW
272
SVB Wealth
Massachusetts
$174K +$173K +11,864 New
BRWA
273
B. Riley Wealth Advisors
Florida
$172K -$47.3K -3,242 -22%
DBT
274
Dubuque Bank & Trust
Iowa
$168K +$167K +11,458 New
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$166K -$89.8K -6,157 -35%
9 10
11
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