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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$650K -$41.1K -2,738 -9%
US Bancorp
127
US Bancorp
Minnesota
$641K +$107K +7,131 +20%
WP
128
WealthPLAN Partners
Nebraska
$639K +$601K +40,008 +1,743%
NEAM
129
New England Asset Management
Connecticut
$638K +$99.1K +6,600 +19%
PMG
130
ProVise Management Group
Florida
$633K +$629K +41,922 New
WPC
131
White Pine Capital
Minnesota
$630K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$629K +$1.65K +110 +0.3%
CIA
133
Capital Investment Advisors
Georgia
$614K -$66.5K -4,426 -10%
BRF
134
B. Riley Financial
California
$612K +$115K +7,685 +23%
PWM
135
Perigon Wealth Management
California
$582K +$579K +38,534 New
NFG
136
Next Financial Group
Texas
$576K -$4.87K -324 -0.8%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$569K +$55.6K +3,702 +11%
ECAM
138
East Coast Asset Management
Massachusetts
$558K -$32.9K -2,190 -6%
SFG
139
StrategIQ Financial Group
Indiana
$557K -$96.4K -6,419 -15%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$557K
BAS
141
Brown Advisory Securities
Maryland
$548K +$9.91K +660 +2%
FHC
142
First Heartland Consultants
Missouri
$546K +$201K +13,413 +59%
SXL
143
Summit X LLC
Missouri
$527K +$521K +34,720 New
OC
144
Oppenheimer & Co
New York
$518K -$7.21K -480 -1%
PWAG
145
Polaris Wealth Advisory Group
California
$486K +$483K +32,152 New
TSS
146
Two Sigma Securities
New York
$485K +$482K +32,071 New
MWM
147
Meridian Wealth Management
Kentucky
$480K +$9.58K +638 +2%
TCM
148
Towercrest Capital Management
Pennsylvania
$476K -$344K -22,898 -42%
I
149
INVST
Indiana
$474K +$481K +32,011 New
QIM
150
Quest Investment Management
Oregon
$470K