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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
426
Financial Management Professionals
Texas
$47K +$2.16K +144 +5%
GEA
427
Glen Eagle Advisors
New Jersey
$46.4K +$585 +39 +1%
BWM
428
BerganKDV Wealth Management
Minnesota
$42K -$12.3K -818 -23%
HWA
429
HHM Wealth Advisors
Tennessee
$42K – – –
JCM
430
Jacobi Capital Management
Pennsylvania
$42K – – –
TH
431
TCTC Holdings
Texas
$42K – – –
MA
432
MCF Advisors
Kentucky
$42K +$41.7K +2,777 New
MAWCM
433
Mine & Arao Wealth Creation & Management
California
$40K – – –
SIC
434
Salem Investment Counselors
North Carolina
$40K +$39K +2,600 New
SWA
435
SOA Wealth Advisors
New York
$37K +$37.7K +2,513 New
FCH
436
Freestone Capital Holdings
Washington
$36.7K – – –
DAC
437
Dividend Assets Capital
South Carolina
$35K +$34.2K +2,281 New
SFP
438
Sterling Financial Planning
New Jersey
$34K +$33.9K +2,257 New
IF
439
Ironwood Financial
Arizona
$33K – – –
BFG
440
Baron Financial Group
New Jersey
$32K -$16.3K -1,087 -34%
CCMW
441
Cypress Capital Management (Wyoming)
Wyoming
$31K – – –
CLOS
442
Compagnie Lombard Odier SCmA
Switzerland
$31K +$30K +2,000 New
CB
443
CNB Bank
Pennsylvania
$30K – – –
AIP
444
Ameritas Investment Partners
Nebraska
$28K +$165 +11 +0.6%
HPC
445
HM Payson & Co
Maine
$27K – – –
MA
446
Montag & Associates
Georgia
$21K +$20.2K +1,344 New
TIAM2
447
Tru Independence Asset Management 2
Oregon
$19K +$18.3K +1,220 New
AA
448
Ancora Advisors
Ohio
$18K -$33.6K -2,239 -66%
RIM
449
Rockbridge Investment Management
New York
$17K – – –
EFSCE
450
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$84.9K -5,658 -85%
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