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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
151
VestGen Advisors
Illinois
$447K -$71.3K -6,462 -14%
FA
152
FF Advisors
California
$445K +$72.2K +6,540 +19%
NA
153
Nautilus Advisors
California
$442K – – –
RIG
154
Ramiah Investment Group
Wisconsin
$441K +$7.35K +666 +2%
SCTC
155
Sanibel Captiva Trust Company
Florida
$434K -$78K -7,070 -15%
SW
156
Simplicity Wealth
New Jersey
$432K +$302K +27,387 +220%
OCM
157
One Capital Management
California
$425K – – –
KWM
158
Kingsview Wealth Management
Oregon
$424K -$1K -91 -0.2%
WANY
159
Wealthspire Advisors (New York)
New York
$421K +$238K +21,551 +124%
MIA
160
MeadowBrook Investment Advisors
Michigan
$409K – – –
GIA
161
Gladstone Institutional Advisory
Florida
$408K +$43K +3,893 +12%
AIC
162
Argus Investors Counsel
New York
$399K -$221 -20 -0.1%
EAM
163
Everstar Asset Management
North Carolina
$394K -$2.22K -201 -0.5%
SC
164
Savant Capital
Illinois
$372K +$110K +9,993 +41%
SW
165
SkyOak Wealth
Michigan
$366K -$11K -1,000 -3%
State Farm Mutual Automobile Insurance
166
State Farm Mutual Automobile Insurance
Illinois
$364K +$5.62K +509 +2%
CFP
167
Cascade Financial Partners
California
$358K -$60.9K -5,523 -14%
NAG
168
Northstar Advisory Group
New Jersey
$357K – – –
AWM
169
Ariadne Wealth Management
California
$350K – – –
Principal Financial Group
170
Principal Financial Group
Iowa
$349K -$686K -62,146 -66%
CB
171
Commerce Bank
Missouri
$348K -$9.14K -828 -3%
AG
172
AlTi Global
New York
$348K +$354K +32,112 New
Goldman Sachs
173
Goldman Sachs
New York
$339K +$74.6K +6,757 +28%
ONB
174
Old National Bancorp
Indiana
$325K -$12.6K -1,140 -4%
CP
175
Creekside Partners
California
$324K – – –