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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
426
BerganKDV Wealth Management
Minnesota
$34K – – –
TH
427
TCTC Holdings
Texas
$34K – – –
MAWCM
428
Mine & Arao Wealth Creation & Management
California
$33K +$151 +12 +0.5%
SWM
429
Selective Wealth Management
Virginia
$33K +$33.4K +2,654 New
SWA
430
SOA Wealth Advisors
New York
$32K +$427 +34 +1%
ACA
431
Aptus Capital Advisors
Alabama
$31K +$31.8K +2,529 New
TFGT
432
TS Financial Group (TSFG)
Illinois
$29K -$154K -12,247 -84%
CFN
433
Cordasco Financial Network
Florida
$29K -$81.7K -6,500 -74%
CAL
434
Capital Analysts LLC
Pennsylvania
$29K – – –
BFG
435
Baron Financial Group
New Jersey
$26.9K -$2.05K -163 -7%
TIM
436
Tortoise Investment Management
New York
$26K – – –
CB
437
CNB Bank
Pennsylvania
$24K – – –
PFGIA
438
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$19.5K -1,550 -47%
BWP
439
Baldwin Wealth Partners
Massachusetts
$22K – – –
HWA
440
HHM Wealth Advisors
Tennessee
$22K – – –
PFA
441
Professional Financial Advisors
Nebraska
$22K – – –
ECM
442
ExodusPoint Capital Management
New York
$20K -$6.27M -498,344 -100%
BTI
443
Blue Trust Inc
Georgia
$19K +$17.7K +1,411 New
SC
444
SouthState Corp
Florida
$19K +$19.4K +1,545 New
RWM
445
Raffa Wealth Management
District of Columbia
$18.6K – – –
TRCT
446
Tower Research Capital (TRC)
New York
$18K +$14.7K +1,172 +453%
WA
447
Win Advisors
Florida
$13K -$19K -1,510 -60%
MA
448
Montag & Associates
Georgia
$13K -$3.36K -267 -20%
FWM
449
Focused Wealth Management
New York
$13K +$176 +14 +1%
CAAS
450
Capital Asset Advisory Services
Michigan
$12K – – –
16 17
18
19 20