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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
276
Cypress Capital Management (Wyoming)
Wyoming
$31K
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$29.5K +2,030 New
APP
278
Avantax Planning Partners
Iowa
$28K +$28.3K +1,949 New
VFA
279
Valeo Financial Advisors
Indiana
$27K -$9.87K -680 -26%
BBPWM
280
Blue Bell Private Wealth Management
Pennsylvania
$25K -$8.83K -608 -26%
MSFP
281
Mark Sheptoff Financial Planning
Connecticut
$24K
FHA
282
First Horizon Advisors
Tennessee
$21K -$7.97K -549 -26%
PCFFS
283
Pacific Center for Financial Services
California
$20K
AF
284
Allworth Financial
California
$16K
AIP
285
Ameritas Investment Partners
Nebraska
$16K
NFG
286
Next Financial Group
Texas
$16K +$16.1K +1,110 New
AIM
287
Advantage Investment Management
Iowa
$14K -$5.81K -400 -29%
BCA
288
Bray Capital Advisors
Florida
$14K
FCMT
289
Founders Capital Management (Texas)
Texas
$14K
FRA
290
Front Row Advisors
California
$14K
GCM
291
Gables Capital Management
Florida
$14K
KJWM
292
Kiley Juergens Wealth Management
Washington
$14K
SIAP
293
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$12.9K +891 New
SEI Investments
294
SEI Investments
Pennsylvania
$12K -$73.9K -5,089 -82%
FWM
295
Focused Wealth Management
New York
$12K +$102 +7 +0.8%
BWM
296
BerganKDV Wealth Management
Minnesota
$11K -$39.8K -2,742 -79%
CAL
297
Capital Analysts LLC
Pennsylvania
$11K
MA
298
MUFG Americas
New York
$11K
SNT
299
Security National Trust
West Virginia
$10K
BCM
300
Brasada Capital Management
Texas
$9K +$8.65K +596 New