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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
76
Howard Wealth Management
Connecticut
$3.59M +$160K +10,885 +5%
IWA
77
IBEX Wealth Advisors
New Jersey
$3.56M +$1.32M +90,049 +59%
AG
78
Appleton Group
Wisconsin
$3.55M +$207K +14,096 +6%
AAS
79
Avantax Advisory Services
Texas
$3.46M +$2.22M +151,194 +179%
TFA
80
Toth Financial Advisory
Virginia
$3.46M +$43.9K +2,991 +1%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$3.44M +$3.13M +213,410 +1,072%
EWM
82
Edge Wealth Management
New York
$3.42M -$496K -33,849 -13%
CCA
83
Clearwater Capital Advisors
Illinois
$3.36M -$40.1K -2,735 -1%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$3.34M +$2.82M +192,276 +556%
PCWA
85
Pacific Capital Wealth Advisors
California
$3.2M +$50.8K +3,464 +2%
Goldman Sachs
86
Goldman Sachs
New York
$3.11M +$1.88M +128,217 +154%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$3.06M +$27.7K +1,890 +0.9%
SP
88
SWS Partners
Ohio
$3.05M +$3.03M +206,828 New
SC
89
Scotia Capital
Ontario, Canada
$3.02M +$35.4K +2,417 +1%
HSA
90
HBK Sorce Advisory
Pennsylvania
$3M +$193K +13,187 +7%
IA
91
IFP Advisors
Florida
$2.74M +$1.25M +85,165 +85%
CTC
92
Central Trust Company
Missouri
$2.59M +$398K +27,105 +18%
AI
93
Atria Investments
North Carolina
$2.59M +$241K +16,437 +10%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$2.51M -$11.5K -782 -0.5%
MCM
95
MV Capital Management
Maryland
$2.46M +$469K +32,003 +24%
MA
96
Mutual Advisors
Nebraska
$2.4M +$6.97K +475 +0.3%
CGFA
97
Colton Groome Financial Advisors
North Carolina
$2.36M +$2.35M +160,483 New
PIMG
98
Patriot Investment Management Group
Tennessee
$2.31M +$345K +23,537 +18%
APA
99
American Portfolios Advisors
New York
$2.27M +$377K +25,694 +20%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$847K +57,783 +61%