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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
276
Conestoga Capital Advisors
Pennsylvania
$123K
SAM
277
S.A. Mason
Michigan
$123K +$21.2K +1,875 +20%
KFAS
278
Keating Financial Advisory Services
Kansas
$120K -$441 -39 -0.4%
RG
279
Rathbones Group
United Kingdom
$120K
PG
280
Prostatis Group
Maryland
$119K
FAG
281
Fortitude Advisory Group
Washington
$119K -$1.8K -159 -1%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$118K +$2.66K +235 +2%
HWM
283
HB Wealth Management
Georgia
$118K +$123K +10,851 New
PWMAG
284
Pinnacle Wealth Management Advisory Group
New Jersey
$117K -$58.6K -5,184 -33%
DWP
285
Daymark Wealth Partners
Ohio
$116K -$51.7K -4,575 -30%
FC
286
Financial Council
Maryland
$116K +$1.83K +162 +2%
BOPW
287
Brandywine Oak Private Wealth
Pennsylvania
$116K +$120K +10,628 New
UCFA
288
United Capital Financial Advisors
Texas
$115K +$102 +9 +0.1%
FI
289
Financial Insights
Washington
$115K
MC
290
Moors & Cabot
Massachusetts
$115K +$780 +69 +0.7%
IA
291
IFP Advisors
Florida
$115K -$1.63M -144,371 -93%
RWM
292
Rockwood Wealth Management
Pennsylvania
$115K
BTI
293
Blue Trust Inc
Georgia
$113K +$870 +77 +0.7%
HTC
294
Haverford Trust Company
Pennsylvania
$113K +$117K +10,373 New
Vontobel Holding
295
Vontobel Holding
Switzerland
$112K
SWASL
296
Spartan Wealth Advisory Services LLC
Michigan
$111K +$115K +10,200 New
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$110K +$115K +10,134 New
BWS
298
Buck Wealth Strategies
Colorado
$110K -$1.68M -148,464 -94%
BPW
299
BlueDoor Private Wealth
Massachusetts
$109K
LFASL
300
Lugano Financial Advisors SA (LFA)
Switzerland
$103K