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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
451
Financial Synergies Wealth Advisors
Texas
$3.6K +$3.59K +316 New
CAS
452
Coppell Advisory Solutions
Texas
$2.72K +$2.75K +242 New
BWM
453
Baystate Wealth Management
Massachusetts
$2.43K +$45 +4 +2%
PP
454
Pacifica Partners
Canada
$2.28K – – –
CSC
455
Caldwell Sutter Capital
California
$2.27K – – –
CPG
456
Cornerstone Planning Group
New Jersey
$2.09K +$2.08K +183 New
TFGT
457
TS Financial Group (TSFG)
Illinois
$2K -$7.24K -638 -75%
DAM
458
Delta Asset Management
Tennessee
$1.82K – – –
WB
459
Webster Bank
Connecticut
$1.47K – – –
VWM
460
Venturi Wealth Management
Texas
$1.42K – – –
BBPWM
461
Blue Bell Private Wealth Management
Pennsylvania
$1.33K +$1.33K +117 New
POIA
462
Pin Oak Investment Advisors
Texas
$1K – – –
VNA
463
Valley National Advisers
Pennsylvania
$1K – – –
Whittier Trust
464
Whittier Trust
California
$841 – – –
SSB
465
Sandy Spring Bank
Maryland
$819 – – –
IPW
466
Impact Partnership Wealth
Georgia
$796 +$794 +70 New
Farmers & Merchants Investments Inc
467
Farmers & Merchants Investments Inc
Nebraska
$728 – – –
PA
468
PSI Advisors
Florida
$694 – – –
GEA
469
Glen Eagle Advisors
New Jersey
$444 -$8.34K -735 -95%
BC
470
Barrett & Company
Rhode Island
$395 – – –
CFS
471
CGC Financial Services
Oregon
$387 +$386 +34 New
Fidelity Investments
472
Fidelity Investments
Massachusetts
$318 -$14.5K -1,275 -98%
HCP
473
Hexagon Capital Partners
Arkansas
$262 – – –
PFBT
474
Parkside Financial Bank & Trust
Missouri
$239 – – –
KTC
475
Kistler-Tiffany Companies
Pennsylvania
$160 +$159 +14 New