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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
276
Moneta Group Investment Advisors
Missouri
$44K – – –
PA
277
Parallel Advisors
California
$41K -$72.9K -5,000 -64%
IF
278
Ironwood Financial
Arizona
$39K -$510 -35 -1%
QAM
279
QCI Asset Management
New York
$38K – – –
BBPWM
280
Blue Bell Private Wealth Management
Pennsylvania
$38K +$2.92K +200 +8%
VFA
281
Valeo Financial Advisors
Indiana
$38K +$4.85K +333 +15%
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$8.32K +571 +39%
APP
283
Avantax Planning Partners
Iowa
$28K +$28.4K +1,949 New
MOS
284
MGO One Seven
Ohio
$27K – – –
MSFP
285
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
JCM
286
Jacobi Capital Management
Pennsylvania
$25K +$22K +1,512 +854%
FHA
287
First Horizon Advisors
Tennessee
$22K -$37.4K -2,567 -62%
PCFFS
288
Pacific Center for Financial Services
California
$21K – – –
SF
289
Synovus Financial
Georgia
$21K +$20.6K +1,410 New
AIP
290
Ameritas Investment Partners
Nebraska
$19K – – –
FCMT
291
Founders Capital Management (Texas)
Texas
$15K – – –
FRA
292
Front Row Advisors
California
$15K – – –
BCA
293
Bray Capital Advisors
Florida
$15K +$14.6K +1,000 New
WAM
294
Wealthspire Advisors (Maryland)
Maryland
$15K +$14.6K +1,000 New
FWM
295
Focused Wealth Management
New York
$12K +$175 +12 +1%
WCM
296
Whitener Capital Management
North Carolina
$12K +$1.27K +87 +11%
MA
297
MUFG Americas
New York
$12K +$11.7K +802 New
AIA
298
Armor Investment Advisors
North Carolina
$12K +$11.8K +809 New
SFSIG
299
San Francisco Sentry Investment Group
California
$10K – – –
SNT
300
Security National Trust
West Virginia
$10K – – –
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12
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