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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Cedar Wealth Management
California
$51.8K – – –
JFG
402
JDM Financial Group
Texas
$50.5K +$52.3K +4,520 New
CT
403
Caldwell Trust
Florida
$50.3K – – –
ZIG
404
Zullo Investment Group
Pennsylvania
$45.9K – – –
PFSC
405
Peoples Financial Services Corp
Pennsylvania
$44.7K – – –
SWM
406
Spire Wealth Management
Virginia
$44K +$509 +44 +1%
HBW
407
Hazlett, Burt & Watson
West Virginia
$42K -$9.11K -788 -17%
BONH
408
Bank of New Hampshire
New Hampshire
$42K – – –
JEST
409
JTC Employer Solutions Trustee
Jersey
$40K – – –
CB
410
Centennial Bank
Arkansas
$39.1K +$40.4K +3,494 New
SA
411
SRH Advisors
Kansas
$39K – – –
CA
412
CoreCap Advisors
Michigan
$38.8K +$40.2K +3,472 New
TAM
413
Townsend Asset Management
North Carolina
$37.4K – – –
DWMG
414
DB Wealth Management Group
California
$32.3K – – –
RF
415
Robbins Farley
New Hampshire
$32.2K -$1.75M -151,618 -98%
TH
416
TCTC Holdings
Texas
$31K – – –
ME
417
McIlrath & Eck
Washington
$30.8K -$9.41K -814 -23%
BWM
418
BerganKDV Wealth Management
Minnesota
$30.7K – – –
AWM
419
Accurate Wealth Management
Florida
$30.5K +$29.4K +2,544 New
SWA
420
SOA Wealth Advisors
New York
$30.5K +$497 +43 +2%
LFA
421
LGT Financial Advisors
Texas
$27.2K +$28.1K +2,434 New
EE
422
EWG Elevate
California
$27.1K +$28K +2,423 New
GWANC
423
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.8K – – –
FWM
424
Focused Wealth Management
New York
$24.5K +$13.3K +1,151 +111%
CWA
425
Clearview Wealth Advisors
Oregon
$24.5K -$36K -3,110 -59%
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