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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
276
Consolidated Portfolio Review Corp
New York
$216K – – –
CPL
277
CAP Partners LLC
Tennessee
$214K -$2.9K -243 -1%
JF
278
Joule Financial
Kentucky
$213K -$5.5K -461 -3%
RJT
279
Raymond James Trust
Florida
$212K -$64.4K -5,396 -24%
EA
280
Eclectic Associates
California
$210K +$2.91K +244 +1%
DAS
281
Diversify Advisory Services
Utah
$210K +$58.1K +4,867 +40%
IWM
282
IHT Wealth Management
Illinois
$205K -$1.43M -119,996 -88%
CLA
283
Carnegie Lake Advisors
New Jersey
$204K +$198K +16,552 New
BFAG
284
Blackston Financial Advisory Group
Florida
$199K +$192K +16,095 New
CFO
285
CVA Family Office
Colorado
$199K +$2.2K +184 +1%
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$25K +2,094 +15%
PP
287
Prudential plc
United Kingdom
$198K -$286K -24,000 -60%
TSWM
288
Tyler-Stone Wealth Management
Ohio
$195K +$95.1K +7,967 +101%
SC
289
Sierra Capital
Florida
$189K -$159K -13,300 -46%
PWMAG
290
Pinnacle Wealth Management Advisory Group
New Jersey
$188K +$8.31K +696 +5%
ORC
291
O'Rourke & Company
Massachusetts
$186K -$107K -8,924 -37%
CAP
292
Columbia Advisory Partners
Washington
$186K +$20K +1,673 +12%
GG
293
GenWealth Group
New Jersey
$186K – – –
PFPT
294
Pinnacle Financial Partners (Tennessee)
Tennessee
$185K +$179K +15,000 New
HH
295
Hilltop Holdings
Texas
$185K -$24.4K -2,042 -12%
IA
296
IFG Advisory
Georgia
$182K +$107 +9 +0.1%
ASN
297
Advisory Services Network
Georgia
$182K – – –
LF
298
Lantz Financial
Illinois
$177K – – –
FI
299
Financial Insights
Washington
$175K +$169K +14,200 New
USWIA
300
UP Strategic Wealth Investment Advisors
Pennsylvania
$175K – – –
10 11
12
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