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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
326
Rehmann Capital Advisory Group
Michigan
$284K +$282K +18,954 New
TP
327
Tranquility Partners
Tennessee
$284K -$21.2K -1,423 -7%
BL
328
BCWM LLC
Kansas
$276K +$274K +18,405 New
MA
329
MUFG Americas
New York
$274K – – –
ASN
330
Advisory Services Network
Georgia
$273K +$11.3K +760 +4%
WIA
331
World Investment Advisors
California
$270K +$4.21K +283 +2%
MA
332
MONECO Advisors
Connecticut
$270K +$268K +18,010 New
NCM
333
Narwhal Capital Management
Georgia
$266K – – –
VVP
334
Venture Visionary Partners
Ohio
$261K -$59.4K -3,997 -19%
TWA
335
TCI Wealth Advisors
Arizona
$261K -$2.6K -175 -1%
CWA
336
Clearview Wealth Advisors
Oregon
$260K -$1.42M -95,280 -85%
DAS
337
Dynamic Advisor Solutions
Arizona
$259K -$54.3K -3,650 -17%
CL
338
CIM LLC
New York
$259K -$19.7K -1,325 -7%
AWE
339
Avidian Wealth Enterprises
Texas
$259K +$1.25K +84 +0.5%
QCM
340
Quest Capital Management
Texas
$258K – – –
GPA
341
Guidance Point Advisors
Massachusetts
$257K +$1.44K +97 +0.6%
LFAS
342
Level Four Advisory Services
Texas
$255K +$40.8K +2,744 +19%
BEI
343
Benjamin Edwards Inc
Missouri
$254K -$886K -59,555 -78%
DFA
344
DHJJ Financial Advisors
Illinois
$253K -$7.44K -500 -3%
PWP
345
Principle Wealth Partners
Connecticut
$250K – – –
SF
346
Synovus Financial
Georgia
$249K – – –
GA
347
Greytown Advisors
Florida
$248K +$245K +16,500 New
MA
348
MBA Advisors
Pennsylvania
$247K +$244K +16,435 New
MOS
349
MGO One Seven
Ohio
$242K -$13.4K -900 -5%
BWA
350
BDO Wealth Advisors
Florida
$240K +$234K +15,724 +5,596%
12 13
14
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