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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
301
Carlton Hofferkamp & Jenks Wealth Management
Texas
$196K -$26.7K -2,350 -12%
WWM
302
Western Wealth Management
Colorado
$194K +$61.1K +5,386 +46%
CFO
303
CVA Family Office
Colorado
$193K – – –
MCM
304
McMillion Capital Management
North Carolina
$190K – – –
SSWM
305
Sheets Smith Wealth Management
North Carolina
$190K – – –
UCFA
306
United Capital Financial Advisors
Texas
$189K +$56.9K +5,016 +43%
LNC
307
Lincoln National Corp
Pennsylvania
$189K +$2.29K +202 +1%
LF
308
Lantz Financial
Illinois
$184K – – –
CPRC
309
Consolidated Portfolio Review Corp
New York
$184K -$42.7K -3,762 -19%
GCA
310
Greenwood Capital Associates
South Carolina
$180K +$51.6K +4,543 +40%
DAS
311
Dynamic Advisor Solutions
Arizona
$179K +$794 +70 +0.4%
VAS
312
Vestmark Advisory Solutions
Massachusetts
$178K +$57.3K +5,048 +48%
RJT
313
Raymond James Trust
Florida
$177K – – –
DI
314
DFPG Investments
Utah
$176K +$176K +15,492 New
LFAS
315
Level Four Advisory Services
Texas
$175K +$23 +2 +0%
FIA
316
Foundations Investment Advisors
Arizona
$174K -$39.5K -3,480 -19%
BWFA
317
Baltimore-Washington Financial Advisors
Maryland
$172K +$2.7K +238 +2%
GG
318
GenWealth Group
New Jersey
$171K – – –
VWA
319
V Wealth Advisors
Kansas
$171K -$4.5K -397 -3%
WCG
320
Weaver Consulting Group
California
$170K – – –
TW
321
TrinityPoint Wealth
Connecticut
$169K +$39K +3,434 +30%
CSIA
322
Charles Schwab Investment Advisory
California
$168K +$168K +14,764 New
GBWM
323
Granite Bay Wealth Management
New Hampshire
$166K +$165K +14,570 New
AWM
324
Avior Wealth Management
Nebraska
$166K -$118K -10,432 -42%
RCAG
325
Rehmann Capital Advisory Group
Michigan
$162K -$1.63K -144 -1%
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