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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
401
Walled Lake Planning & Wealth Management
Illinois
$152K – – –
WP
402
WealthSource Partners
California
$152K +$151K +10,155 New
CBB
403
Citizens Business Bank
California
$150K – – –
CFS
404
CRA Financial Services
New Jersey
$150K – – –
HCM
405
Highlander Capital Management
New Jersey
$147K – – –
CAL
406
Capital Analysts LLC
Pennsylvania
$141K +$129K +8,674 +1,150%
BAM
407
Bellevue Asset Management
Washington
$136K +$30 +2 +0%
CFN
408
Cordasco Financial Network
Florida
$132K – – –
CHA
409
Carmichael Hill & Associates
Maryland
$120K – – –
EI
410
Ellevest Inc
New York
$120K +$119K +8,000 New
BC
411
Bartlett & Co
Ohio
$117K -$14.9K -1,000 -11%
BCWM
412
Bartlett & Co Wealth Management
Ohio
$117K -$14.9K -1,000 -11%
AIC
413
Archer Investment Corporation
Indiana
$113K +$22.4K +1,505 +25%
FFA
414
Founders Financial Alliance
North Carolina
$109K +$41.6K +2,799 +61%
GLLW
415
Graves Light Lenhart Wealth
Virginia
$104K +$42.4K +2,850 +70%
WWMSC
416
Wagner Wealth Management (South Carolina)
South Carolina
$101K -$14.9K -1,000 -13%
BW
417
Bison Wealth
Georgia
$93K -$21.4K -1,439 -19%
NFSG
418
Newbridge Financial Services Group
Florida
$93K – – –
BFEC
419
Benjamin F. Edwards & Company
Missouri
$88K -$2.39K -161 -3%
CA
420
Clearstead Advisors
Ohio
$87K +$82.9K +5,575 +2,788%
DSC
421
Duncker Streett & Co
Missouri
$86K – – –
TCWM
422
Total Clarity Wealth Management
Illinois
$86K +$85.5K +5,750 New
JPLA
423
Joseph P. Lucia & Associates
New York
$83K – – –
BFG
424
Baron Financial Group
New Jersey
$75.9K +$44.1K +2,964 +141%
EW
425
Evoke Wealth
California
$69K -$937 -63 -1%
15 16
17
18 19