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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
WBH Advisory
Maryland
$298K +$306K +21,000 New
SFA
152
Sequoia Financial Advisors
Ohio
$297K +$304K +20,865 New
DAS
153
Dynamic Advisor Solutions
Arizona
$293K +$52.1K +3,576 +21%
PO
154
Private Ocean
California
$292K
WS
155
Wedbush Securities
California
$285K -$31.6K -2,168 -10%
AWMF
156
Arbor Wealth Management (Florida)
Florida
$274K -$95.2K -6,534 -26%
CCG
157
Chatham Capital Group
Georgia
$266K +$272K +18,700 New
GT
158
Glenview Trust
Kentucky
$265K +$271K +18,603 New
RJT
159
Raymond James Trust
Florida
$264K -$19.7K -1,350 -7%
EAM
160
Evanson Asset Management
California
$260K +$20.8K +1,430 +9%
AIP
161
Ahrens Investment Partners
Louisiana
$233K +$239K +16,402 New
B
162
Bridgeworth
Alabama
$223K +$223K +15,297 New
FIM
163
Freedom Investment Management
Connecticut
$222K -$657K -45,097 -74%
TCM
164
Traynor Capital Management
Pennsylvania
$220K -$3.32K -228 -1%
M&T Bank
165
M&T Bank
New York
$210K -$90.1K -6,186 -30%
LPT
166
Legacy Private Trust
Wisconsin
$205K -$197K -13,520 -48%
BC
167
Burney Company
Virginia
$205K -$133K -9,125 -39%
PFS
168
Prospera Financial Services
Texas
$200K +$204K +13,991 New
NFC
169
Northeast Financial Consultants
Connecticut
$195K
Franklin Resources
170
Franklin Resources
California
$187K -$94.8K -6,505 -33%
PWMAG
171
Pinnacle Wealth Management Advisory Group
New Jersey
$178K -$57.5K -3,950 -24%
ACS
172
Archford Capital Strategies
Illinois
$174K
MCWS
173
McKinley Carter Wealth Services
West Virginia
$172K +$539 +37 +0.3%
DC
174
Davenport & Co
Virginia
$166K -$5.36K -368 -3%
LNC
175
Lincoln National Corp
Pennsylvania
$163K