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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
276
Providence First Trust
Arizona
$244K – – –
EW
277
Evoke Wealth
California
$236K +$234K +19,848 New
MFGM
278
Marshall Financial Group (Maryland)
Maryland
$235K – – –
PAS
279
Park Avenue Securities
New York
$234K +$2.48K +210 +1%
CW
280
CreativeOne Wealth
Kansas
$232K +$109K +9,290 +91%
SAM
281
SignalPoint Asset Management
Missouri
$232K +$23.6K +2,000 +11%
EWA
282
EP Wealth Advisors
California
$230K +$229K +19,401 New
HH
283
Hilltop Holdings
Texas
$223K – – –
OIA
284
OneDigital Investment Advisors
Kansas
$223K -$83.9K -7,118 -27%
CAM
285
Cresset Asset Management
Illinois
$219K -$2.67K -227 -1%
HP
286
Hilltop Partners
Indiana
$217K -$32.6K -2,770 -13%
IAG
287
Investmark Advisory Group
Connecticut
$216K +$2.03K +172 +1%
LIA
288
LS Investment Advisors
Michigan
$214K – – –
DAS
289
Diversify Advisory Services
Utah
$212K +$210K +17,824 New
JF
290
Joule Financial
Kentucky
$211K -$63.1K -5,358 -23%
CFO
291
CVA Family Office
Colorado
$208K +$2.11K +179 +1%
CPL
292
CAP Partners LLC
Tennessee
$208K +$1.23K +104 +0.6%
CPRC
293
Consolidated Portfolio Review Corp
New York
$207K -$3.65K -310 -2%
PI
294
PFG Investments
New York
$207K +$206K +17,460 New
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$207K -$86.5K -7,342 -30%
SA
296
Strategic Advocates
Utah
$204K -$159K -13,475 -44%
NP
297
NorthRock Partners
Minnesota
$202K +$165 +14 +0.1%
GCA
298
Greenwood Capital Associates
South Carolina
$200K -$11.8K -1,001 -6%
BFG
299
Bleakley Financial Group
New Jersey
$199K -$88.5K -7,506 -31%
SW
300
Simplicity Wealth
New Jersey
$199K +$198K +16,773 New
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12
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