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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
326
Mark Sheptoff Financial Planning
Connecticut
$25K
WT
327
Whittier Trust
California
$24K -$12K -825 -34%
FFW
328
Fusion Family Wealth
New York
$23K
ONST
329
Old North State Trust
North Carolina
$23K +$10.9K +745 +87%
WAS
330
Winch Advisory Services
Wisconsin
$22K +$21.9K +1,500 New
RIA
331
Realta Investment Advisors
Delaware
$21K +$18.4K +1,261 +729%
TFGT
332
TS Financial Group (TSFG)
Illinois
$20K
AF
333
Allworth Financial
California
$17K
AIM
334
Advantage Investment Management
Iowa
$15K
FCMT
335
Founders Capital Management (Texas)
Texas
$15K
FRA
336
Front Row Advisors
California
$15K
PI
337
PineBridge Investments
New York
$14K
FWM
338
Focused Wealth Management
New York
$13K +$175 +12 +1%
MA
339
MUFG Americas
New York
$12K
CAL
340
Capital Analysts LLC
Pennsylvania
$11K -$613 -42 -5%
KC
341
Knuff & Co
California
$10K
SNT
342
Security National Trust
West Virginia
$10K
QAM
343
QCI Asset Management
New York
$10K +$467 +32 +5%
RBC
344
Roble Belko & Company
Pennsylvania
$9K +$8.71K +597 New
TPWA
345
TRUE Private Wealth Advisors
Oregon
$8K -$200K -13,706 -96%
VFA
346
Valeo Financial Advisors
Indiana
$8K -$24.9K -1,707 -76%
ESB
347
Essex Savings Bank
Connecticut
$8K
AWMS
348
Advocacy Wealth Management Services
Georgia
$7K +$7.3K +500 New
PMFA
349
Plante Moran Financial Advisors
Michigan
$6K -$6.65K -456 -53%
LWA
350
Lowe Wealth Advisors
Maryland
$6K +$5.84K +400 New