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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
301
Clear Perspective Advisors
Illinois
$9K +$2.89K +198 +48%
SFA
302
Spectrum Financial Alliance
Kentucky
$7K +$7.23K +496 New
HCM
303
Highlander Capital Management
New Jersey
$6K – – –
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$5K -$19.9K -1,365 -82%
FCAS
305
First Command Advisory Services
Texas
$5K +$1.68K +115 +303%
FCFS
306
First Command Financial Services
Texas
$5K +$2.23K +153 New
PCG
307
Private Capital Group
Connecticut
$4K -$4.77K -327 -53%
SFG
308
SevenBridge Financial Group
Pennsylvania
$4K – – –
WF
309
WealthTrust Fairport
Ohio
$4K +$3.99K +274 New
AIM
310
Anchor Investment Management
South Carolina
$3.65K – – –
AIS
311
Accurate Investment Solutions
Pennsylvania
$3K -$2.5M -171,552 -100%
WTB
312
Washington Trust Bank
Washington
$2K -$176K -12,049 -99%
TL
313
TrueWealth LLC
Georgia
$2K +$2.08K +143 New
BWM
314
Baystate Wealth Management
Massachusetts
$1K -$4.36K -299 -75%
HWM
315
Holloway Wealth Management
Florida
$1K – – –
RFC
316
Regions Financial Corp
Alabama
$1K – – –
WT
317
Whittier Trust
California
$1K – – –
PGWM
318
Parisi Gray Wealth Management
New Jersey
$1K +$773 +53 New
PMFA
319
Plante Moran Financial Advisors
Michigan
$1K +$802 +55 New
CAL
320
Capital Analysts LLC
Pennsylvania
$1K +$831 +57 New
DWM
321
Destination Wealth Management
California
$1K +$991 +68 New
WDL
322
Well Done LLC
Michigan
$1K +$1.43K +98 New
SIM
323
Sonora Investment Management
Arizona
$1 – – –
CWSR
324
Chessman Wealth Strategies RIA
Texas
– -$10.4M -698,250 Closed
AG
325
Appleton Group
Wisconsin
– -$4.98M -335,364 Closed
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