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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
451
Zullo Investment Group
Pennsylvania
$86K +$85.5K +5,733 New
SCA
452
Snowden Capital Advisors
New York
$86K +$85.6K +5,740 New
HIA
453
Harbor Investment Advisory
Maryland
$82K -$476K -31,920 -85%
BW
454
Bison Wealth
Georgia
$82K -$10.9K -734 -12%
CAL
455
Capital Analysts LLC
Pennsylvania
$80K -$49.2K -3,300 -38%
FAG
456
Fortitude Advisory Group
Washington
$77K +$76.3K +5,119 New
DSC
457
Duncker Streett & Co
Missouri
$75K -$10.4K -700 -12%
UB
458
UMB Bank
Missouri
$70K +$69.7K +4,673 New
CWM
459
Cedar Wealth Management
California
$69K – – –
EW
460
Evoke Wealth
California
$69K – – –
BFEC
461
Benjamin F. Edwards & Company
Missouri
$68K +$417 +28 +0.6%
CFA
462
Carroll Financial Associates
North Carolina
$66K – – –
WT
463
Whittier Trust
California
$63K – – –
CFRPA
464
Castle Financial & Retirement Planning Associates
New Jersey
$61K +$66K +4,430 New
PO
465
Private Ocean
California
$60K -$15 -1 -0%
PFSC
466
Peoples Financial Services Corp
Pennsylvania
$60K – – –
CWM
467
Curi Wealth Management
North Carolina
$60K +$60.1K +4,034 New
MTIC
468
Missouri Trust & Investment Company
Missouri
$58K +$57.5K +3,859 New
ASBI
469
American State Bank (Iowa)
Iowa
$53.8K +$4.25K +285 +9%
PA
470
Parallel Advisors
California
$53K -$19.4K -1,300 -27%
SA
471
SRH Advisors
Kansas
$53K – – –
CT
472
Caldwell Trust
Florida
$52.5K – – –
CA
473
CoreCap Advisors
Michigan
$52K +$51.6K +3,459 New
TAM
474
Townsend Asset Management
North Carolina
$50K – – –
TRCT
475
Tower Research Capital (TRC)
New York
$48K +$45K +3,019 +1,623%
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