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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
401
Wellington Shields Capital Management
New York
$156K -$206K -14,800 -56%
CWC
402
Carolinas Wealth Consulting
North Carolina
$156K +$125 +9 +0.1%
AWM
403
Apollon Wealth Management
South Carolina
$155K -$33.3K -2,388 -17%
OPWM
404
Oxinas Partners Wealth Management
Indiana
$154K -$123K -8,845 -44%
WA
405
Winfield Associates
Ohio
$153K
Manulife (Manufacturers Life Insurance)
406
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150K
RG
407
Rathbones Group
United Kingdom
$149K
PSIWM
408
Paradigm Strategies in Wealth Management
Minnesota
$147K +$863 +62 +0.6%
MA
409
MCF Advisors
Kentucky
$146K +$150K +10,760 New
DWMG
410
DB Wealth Management Group
California
$145K -$8.2K -589 -5%
CFS
411
CRA Financial Services
New Jersey
$142K
SW
412
SkyOak Wealth
Michigan
$142K
HIM
413
Hillsdale Investment Management
Ontario, Canada
$140K -$73.8K -5,300 -34%
C
414
CEDRUS
Colorado
$138K +$141K +10,140 New
WLPWM
415
Walled Lake Planning & Wealth Management
Illinois
$137K
ESB
416
Essex Savings Bank
Connecticut
$137K +$140K +10,067 New
RPCA
417
Running Point Capital Advisors
California
$136K +$139K +10,000 New
WP
418
WMS Partners
Maryland
$136K +$139K +10,000 New
GWSG
419
GPS Wealth Strategies Group
Colorado
$133K -$9.19K -660 -6%
HCM
420
Highlander Capital Management
New Jersey
$133K
FAG
421
Fortitude Advisory Group
Washington
$127K +$58.6K +4,210 +82%
BAM
422
Bellevue Asset Management
Washington
$121K -$1.34K -96 -1%
BFEC
423
Benjamin F. Edwards & Company
Missouri
$121K +$60.8K +4,367 +96%
BAM
424
Belpointe Asset Management
Nevada
$120K -$57.4K -4,122 -32%
CFN
425
Cordasco Financial Network
Florida
$120K -$111 -8 -0.1%