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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Versant Capital Management
401
Versant Capital Management
Arizona
$3.37K – – –
Trust Company of Vermont
402
Trust Company of Vermont
Vermont
$3.26K +$3.31K +290 New
Providence Capital Advisors
403
Providence Capital Advisors
North Carolina
$2.9K – – –
WA
404
Westfuller Advisors
New York
$2.75K – – –
Delta Asset Management
405
Delta Asset Management
Tennessee
$1.8K – – –
Golden State Wealth Management
406
Golden State Wealth Management
California
$1.45K – – –
Private Wealth Asset Management
407
Private Wealth Asset Management
Iowa
$1.14K +$1.15K +101 New
Key Financial Inc
408
Key Financial Inc
Pennsylvania
$1.06K – – –
Concord Wealth Partners
409
Concord Wealth Partners
Virginia
$899 – – –
Atlantic Union Bankshares
410
Atlantic Union Bankshares
Virginia
$809 – – –
BC
411
Barrett & Company
Rhode Island
$742 – – –
1NWS
412
1 North Wealth Services
Maryland
$674 – – –
SJS Investment Consulting
413
SJS Investment Consulting
Ohio
$596 +$604 +53 New
CAM
414
Costello Asset Management
Pennsylvania
$563 +$11 +1 +2%
UFPG
415
United Financial Planning Group
New York
$517 +$525 +46 New
Westside Investment Management
416
Westside Investment Management
California
$360 -$7.66K -672 -95%
Montag & Associates
417
Montag & Associates
Georgia
$338 – – –
Flagship Harbor Advisors
418
Flagship Harbor Advisors
Massachusetts
$292 +$296 +26 New
Harbor Investment Advisory
419
Harbor Investment Advisory
Maryland
$281 – – –
CW
420
Curio Wealth
Maryland
$225 +$228 +20 New
KCM
421
Key Capital Management
Tennessee
$45 +$46 +4 New
AssetMark Inc
422
AssetMark Inc
California
$34 – – –
EWP
423
Elevation Wealth Partners
California
$12 – – –
BlackRock
424
BlackRock
New York
$10 – – –
Advisors Preferred
425
Advisors Preferred
Maryland
– -$6.43M -547,692 Closed