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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
451
M&R Capital Management
New Jersey
$9.49K – – –
PCWA
452
Pacific Capital Wealth Advisors
California
$9.33K – – –
RIA
453
Realta Investment Advisors
Delaware
$8.83K +$8.76K +743 New
WP
454
WealthShield Partners
North Carolina
$8.8K -$7.25K -615 -45%
WIM
455
Westside Investment Management
California
$8.36K – – –
RIL
456
Rothschild Investment LLC
Illinois
$7.69K +$7.62K +647 New
APC
457
Aspire Private Capital
North Carolina
$6.63K +$377 +32 +6%
FFA
458
Frazier Financial Advisors
Ohio
$6.6K +$6.55K +556 New
RFS
459
Richardson Financial Services
Massachusetts
$5.94K +$5.89K +500 New
SIC
460
SJS Investment Consulting
Ohio
$5.94K +$5.89K +500 New
RF
461
Robinswood Financial
Washington
$5.61K – – –
HIA
462
Harbor Investment Advisory
Maryland
$5.38K – – –
WWM
463
Wolff Wiese Magana
California
$5.38K – – –
MA
464
Montag & Associates
Georgia
$4.98K -$6.19K -525 -56%
PFA
465
Pathway Financial Advisers
Indiana
$4.95K – – –
M
466
MOTCO
Texas
$4.28K +$4.24K +360 New
FSWA
467
Financial Synergies Wealth Advisors
Texas
$3.94K +$3.91K +332 New
PP
468
Pacifica Partners
Canada
$2.38K – – –
CSC
469
Caldwell Sutter Capital
California
$2.38K – – –
CWP
470
Concord Wealth Partners
Virginia
$2.23K – – –
DAM
471
Delta Asset Management
Tennessee
$1.9K – – –
MIM
472
MTM Investment Management
South Carolina
$1.73K +$1.72K +146 New
WB
473
Webster Bank
Connecticut
$1.53K – – –
CB
474
Centennial Bank
Arkansas
$1.51K – – –
CTA
475
Colonial Trust Advisors
South Carolina
$1.39K +$354 +30 +34%
17 18
19
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