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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
276
WealthBridge Capital Management
Ohio
$125K – – –
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$116K +$15.7K +1,105 +16%
JPLA
278
Joseph P. Lucia & Associates
New York
$80.3K +$78.3K +5,505 New
KPW
279
Kore Private Wealth
New York
$75K +$73.2K +5,145 New
NPP
280
New Potomac Partners
Maryland
$69K – – –
PFSC
281
Peoples Financial Services Corp
Pennsylvania
$58K – – –
CFA
282
Carroll Financial Associates
North Carolina
$58K +$1.35K +95 +2%
HCM
283
Highlander Capital Management
New Jersey
$55K +$48.4K +3,400 +813%
DSC
284
Duncker Streett & Co
Missouri
$54K – – –
SBL
285
Sargent Bickham Lagudis
Colorado
$53K +$341 +24 +0.7%
JCM
286
Jacobi Capital Management
Pennsylvania
$51K – – –
SA
287
SRH Advisors
Kansas
$51K – – –
TFS
288
TrustCore Financial Services
Tennessee
$50K – – –
CWA
289
Clarus Wealth Advisors
Arizona
$49K +$3.97K +279 +9%
AIC
290
Ameritas Investment Company
Nebraska
$47K -$511K -35,910 -92%
ME
291
McIlrath & Eck
Washington
$47K – – –
RFC
292
Regions Financial Corp
Alabama
$44K +$43.2K +3,036 New
BWP
293
Baldwin Wealth Partners
Massachusetts
$37K – – –
SF
294
Synovus Financial
Georgia
$37K – – –
IF
295
Ironwood Financial
Arizona
$36K – – –
WP
296
WealthShield Partners
North Carolina
$35K -$768 -54 -2%
WT
297
Whittier Trust
California
$35K +$33.6K +2,362 +3,192%
VFA
298
Valeo Financial Advisors
Indiana
$33K – – –
AIC
299
Archer Investment Corporation
Indiana
$32K +$31.8K +2,234 New
ACS
300
Archford Capital Strategies
Illinois
$31K -$85 -6 -0.3%
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