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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
326
Legacy Wealth Planning
Nevada
$286K -$19.4K -1,279 -6%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$285K -$1.09K -72 -0.4%
MA
328
MUFG Americas
New York
$284K +$9.38K +618 +3%
LCM
329
LCM Capital Management
Illinois
$283K +$285K +18,800 New
DAS
330
Dynamic Advisor Solutions
Arizona
$282K +$10.2K +670 +4%
HIM
331
Hillsdale Investment Management
Ontario, Canada
$281K +$94.9K +6,250 +50%
GPA
332
Guidance Point Advisors
Massachusetts
$273K +$14.5K +957 +6%
BCM
333
Brookstone Capital Management
Illinois
$264K -$1.27M -83,437 -83%
FI
334
Financial Insights
Washington
$264K -$8.03K -529 -3%
DFA
335
DHJJ Financial Advisors
Illinois
$264K – – –
TWA
336
TCI Wealth Advisors
Arizona
$263K +$972 +64 +0.4%
IA
337
IFG Advisory
Georgia
$262K +$37.4K +2,466 +16%
CL
338
CIM LLC
New York
$261K – – –
SIC
339
Salem Investment Counselors
North Carolina
$259K +$59.2K +3,900 +29%
MC
340
Moors & Cabot
Massachusetts
$258K -$896 -59 -0.3%
CWA
341
Clearview Wealth Advisors
Oregon
$254K -$4.92K -324 -2%
MIA
342
MainStreet Investment Advisors
Illinois
$254K +$256K +16,890 New
MOS
343
MGO One Seven
Ohio
$253K -$16.5K -1,088 -6%
VVP
344
Venture Visionary Partners
Ohio
$251K – – –
SF
345
Synovus Financial
Georgia
$251K +$1.38K +91 +0.5%
GA
346
Greytown Advisors
Florida
$248K – – –
KFS
347
Kaizen Financial Strategies
California
$248K +$250K +16,491 New
TWP
348
Tempus Wealth Planning
California
$244K – – –
CCM
349
Crabel Capital Management
California
$243K -$4.19M -275,942 -94%
BWA
350
BDO Wealth Advisors
Florida
$240K – – –
12 13
14
15 16