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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$4.28M -$758K -66,468 -15%
GWM
52
Geneos Wealth Management
Colorado
$4.06M -$96.5K -8,463 -2%
William Blair & Company
53
William Blair & Company
Illinois
$3.92M -$696K -61,053 -15%
MWM
54
Modern Wealth Management
Kansas
$3.85M +$3.44K +302 +1%
CFG
55
Compass Financial Group
Ohio
$3.77M +$3.82M +335,068 New
BAAM
56
Baker Avenue Asset Management
California
$3.35M +$293K +25,692 +9%
CAP
57
Cordoba Advisory Partners
New York
$3.29M +$3.34M +292,922 New
TPW
58
Transatlantique Private Wealth
New York
$3.03M +$585K +51,310 +23%
FHB
59
First Hawaiian Bank
Hawaii
$2.95M +$173K +15,173 +6%
KIA
60
KCM Investment Advisors
California
$2.89M -$87.2K -7,647 -3%
CST
61
Charles Schwab Trust
Nevada
$2.71M -$35.8K -3,138 -1%
SPIA
62
Steward Partners Investment Advisory
New York
$2.51M +$362K +31,730 +17%
MG
63
Marex Group
$2.47M +$2.51M +220,021 New
Prudential Financial
64
Prudential Financial
New Jersey
$2.46M +$134K +11,745 +6%
GRP
65
Global Retirement Partners
California
$2.44M -$825K -72,309 -25%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.43M +$118K +10,325 +5%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.41M +$1.64M +143,376 +201%
FPB
68
First PREMIER Bank
South Dakota
$2.4M -$354K -31,023 -13%
HSA
69
HBK Sorce Advisory
Pennsylvania
$2.31M +$217K +18,991 +10%
UBS AM
70
UBS AM
Illinois
$2.3M +$2.33M +204,352 New
WIA
71
World Investment Advisors
California
$2.26M +$97.7K +8,570 +4%
KLCM
72
KG&L Capital Management
Louisiana
$2.24M +$12.2K +1,068 +0.5%
SI
73
Stephens Inc
Arkansas
$2.21M -$114K -9,970 -5%
WPC
74
White Pine Capital
Minnesota
$2.21M +$65.6K +5,756 +3%
GAM
75
Gotham Asset Management
New York
$2.04M +$678K +59,491 +49%