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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
326
Princeton Global Asset Management
New Jersey
$151K +$126 +9 +0.1%
NFG
327
Next Financial Group
Texas
$151K +$29.9K +2,131 +25%
FUBT
328
First United Bank & Trust
Maryland
$150K -$175K -12,505 -54%
FPGK
329
Financial Partners Group (Kansas)
Kansas
$146K +$145K +10,365 New
MWM
330
Meridian Wealth Management
Kentucky
$142K -$64.2K -4,582 -31%
WA
331
Winfield Associates
Ohio
$142K +$141K +10,080 New
CBB
332
Citizens Business Bank
California
$141K – – –
CFS
333
CRA Financial Services
New Jersey
$141K – – –
PWP
334
Principle Wealth Partners
Connecticut
$137K -$42.7K -3,044 -24%
BAM
335
Bellevue Asset Management
Washington
$130K – – –
AAIM
336
Asset Advisors Investment Management
Georgia
$129K +$128K +9,142 New
SFPG
337
Stonebridge Financial Planning Group
Florida
$128K – – –
VFA
338
Valeo Financial Advisors
Indiana
$128K +$53K +3,779 +71%
CFN
339
Cordasco Financial Network
Florida
$124K – – –
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$120K – – –
CAC
341
Certified Advisory Corp
Florida
$118K +$771 +55 +0.7%
BW
342
Bison Wealth
Georgia
$111K +$20.2K +1,439 +23%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$108K -$8.67K -619 -7%
CFO
344
CVA Family Office
Colorado
$100K +$99.5K +7,100 New
AIC
345
Archer Investment Corporation
Indiana
$95.2K – – –
EFSCE
346
Enterprise Financial Services Corp (EFSC)
Missouri
$94K -$611K -43,585 -87%
ME
347
McIlrath & Eck
Washington
$84K – – –
DSC
348
Duncker Streett & Co
Missouri
$80K -$2K -143 -2%
JPLA
349
Joseph P. Lucia & Associates
New York
$78K – – –
FWM
350
Filbrandt Wealth Management
Wisconsin
$78K +$77.1K +5,500 New
12 13
14
15 16