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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
126
Independent Solutions Wealth Management
New York
$1.2M -$119K -8,305 -8%
SBWM
127
Sunflower Bank Wealth Management
Arizona
$1.17M -$1.86M -129,575 -59%
SPIA
128
Steward Partners Investment Advisory
New York
$1.16M +$50.7K +3,527 +4%
GCA
129
Greenwood Capital Associates
South Carolina
$1.1M -$16K -1,115 -1%
RT
130
Rockland Trust
Massachusetts
$1.09M +$75.2K +5,231 +7%
AAS
131
Avantax Advisory Services
Texas
$1.08M -$66.3K -4,611 -5%
CTC
132
Central Trust Company
Missouri
$1.03M -$48.6K -3,379 -4%
CFB
133
Cullen/Frost Bankers
Texas
$1.03M -$169K -11,718 -13%
BRWM
134
B. Riley Wealth Management
Tennessee
$1.02M +$313K +21,792 +39%
PAS
135
Park Avenue Securities
New York
$1.02M -$2.76K -192 -0.2%
GAM
136
Gould Asset Management
California
$1.02M +$14.2K +987 +1%
OPS
137
Orion Portfolio Solutions
Nebraska
$1.02M +$355K +24,685 +47%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$1M +$144K +10,026 +15%
GWAG
139
Garrett Wealth Advisory Group
Texas
$989K +$35.4K +2,463 +3%
CFGS
140
Concourse Financial Group Securities
Alabama
$986K +$37.7K +2,623 +4%
MAM
141
Marquette Asset Management
Minnesota
$980K +$57K +3,965 +6%
APW
142
Aurora Private Wealth
New Jersey
$980K +$239K +16,619 +29%
KFA
143
Kays Financial Advisory
Georgia
$980K +$258K +17,919 +32%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$970K +$117K +8,130 +12%
AF
145
Advisornet Financial
Minnesota
$966K +$1.68K +117 +0.2%
JF
146
JSF Financial
California
$959K +$1.05M +72,882 New
SSWM
147
Sheets Smith Wealth Management
North Carolina
$957K +$20.5K +1,423 +2%
IFG
148
Independent Financial Group
California
$934K +$1.02M +70,967 New
SEI Investments
149
SEI Investments
Pennsylvania
$930K +$21.8K +1,518 +2%
Goldman Sachs
150
Goldman Sachs
New York
$925K -$3.13M -217,489 -76%