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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
251
Intrua Financial
Texas
$515K +$51.9K +3,493 +11%
JGIA
252
Jackson Grant Investment Advisers
Connecticut
$514K +$180K +12,071 +54%
TWM
253
Tradition Wealth Management
Minnesota
$511K -$16.6K -1,119 -3%
APP
254
Avantax Planning Partners
Iowa
$510K -$1.47K -99 -0.3%
CIAS
255
Capital Investment Advisory Services
North Carolina
$510K +$21.8K +1,465 +5%
EWM
256
Executive Wealth Management
Michigan
$509K +$213K +14,345 +73%
NC
257
NewSquare Capital
Pennsylvania
$506K -$21.2K -1,425 -4%
1IA
258
1834 Investment Advisors
Wisconsin
$500K +$49.1K +3,300 +11%
WWM
259
Western Wealth Management
Colorado
$495K -$136K -9,120 -22%
PFC
260
Phocas Financial Corp
California
$495K +$491K +33,030 New
CAN
261
Claraphi Advisory Network
United States
$491K +$32.6K +2,190 +7%
MIAN
262
Mariner Independent Advisor Network
Kansas
$488K – – –
IA
263
IndexIQ Advisors
New York
$488K +$381K +25,644 +373%
HA
264
Harfst & Associates
Wyoming
$487K +$483K +32,500 New
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$482K +$67.2K +4,522 +16%
DWMG
266
DB Wealth Management Group
California
$470K -$5.06K -340 -1%
APW
267
Aurora Private Wealth
New Jersey
$468K -$75.6K -5,085 -14%
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$465K -$106K -7,106 -19%
AF
269
Allworth Financial
California
$459K +$1.99K +134 +0.4%
LNC
270
Lincoln National Corp
Pennsylvania
$456K +$31.6K +2,126 +8%
PA
271
Pinnacle Associates
New York
$440K -$42.3K -2,847 -9%
SIM
272
Stratos Investment Management
Ohio
$440K +$10.2K +689 +2%
PPP
273
Private Portfolio Partners
New Jersey
$436K +$3.84K +258 +0.9%
HIA
274
Harbor Investment Advisory
Maryland
$434K +$51.3K +3,447 +14%
CAG
275
Csenge Advisory Group
Florida
$428K -$42.3K -2,843 -9%
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