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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
251
Harbor Investment Advisory
Maryland
$573K +$128K +8,473 +29%
AIC
252
Argus Investors Counsel
New York
$569K – – –
LFGH
253
Lee Financial Group Hawaii
Hawaii
$565K +$557K +36,864 New
EWM
254
Executive Wealth Management
Michigan
$562K +$41.5K +2,745 +8%
FWM
255
Frontier Wealth Management
Missouri
$552K -$257 -17 -0%
TWM
256
Tradition Wealth Management
Minnesota
$550K +$27.7K +1,831 +5%
CA
257
Cetera Advisors
Colorado
$546K -$88.9K -5,876 -14%
IF
258
Intrua Financial
Texas
$545K +$28.7K +1,896 +6%
CAM
259
Cresset Asset Management
Illinois
$539K -$15.5M -1,027,285 -97%
JGIA
260
Jackson Grant Investment Advisers
Connecticut
$531K +$5.78K +382 +1%
CCB
261
Cutter & Co Brokerage
Missouri
$529K -$11.8K -781 -2%
FFS
262
Founders Financial Securities
Maryland
$529K +$522K +34,530 New
SSWM
263
Sheets Smith Wealth Management
North Carolina
$527K -$78.1K -5,167 -13%
SXL
264
Summit X LLC
Missouri
$526K -$28.1K -1,860 -5%
RF
265
RHS Financial
California
$518K -$240K -15,854 -32%
APP
266
Avantax Planning Partners
Iowa
$518K -$2.24K -148 -0.4%
VFA
267
Valeo Financial Advisors
Indiana
$511K -$143K -9,489 -22%
PFC
268
Phocas Financial Corp
California
$506K – – –
SWM
269
SeaCrest Wealth Management
New York
$505K +$121K +8,030 +32%
SBIA
270
Sheaff Brock Investment Advisors
Indiana
$501K +$9.07K +600 +2%
CIAS
271
Capital Investment Advisory Services
North Carolina
$498K -$22.7K -1,501 -4%
LNC
272
Lincoln National Corp
Pennsylvania
$493K +$27.8K +1,841 +6%
DWMG
273
DB Wealth Management Group
California
$480K – – –
AF
274
Allworth Financial
California
$475K +$6.21K +411 +1%
PPWP
275
Proquility Private Wealth Partners
Nevada
$475K +$80.6K +5,328 +21%
9 10
11
12 13