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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$459K +$24.5K +1,690 +6%
MAM
152
Marquette Asset Management
Minnesota
$457K +$218K +15,052 +92%
QIM
153
Quest Investment Management
Oregon
$453K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$439K -$80K -5,524 -15%
Barclays
155
Barclays
United Kingdom
$437K
AFC
156
AFT Forsyth & Company
Florida
$428K
RIA
157
Regal Investment Advisors
Michigan
$408K -$35.5K -2,453 -8%
DAS
158
Dynamic Advisor Solutions
Arizona
$403K +$30.5K +2,110 +8%
MAP
159
Milestone Advisory Partners
North Carolina
$402K
PFA
160
Pathway Financial Advisors
Vermont
$398K
MWM
161
Meridian Wealth Management
Kentucky
$396K +$23K +1,587 +6%
RCAG
162
Rehmann Capital Advisory Group
Michigan
$391K +$29.5K +2,040 +8%
PIA
163
Pinion Investment Advisors
Kansas
$381K -$10.1K -700 -3%
KWMG
164
King Wealth Management Group
Florida
$373K -$14.5K -1,000 -4%
DP
165
Dearborn Partners
Illinois
$371K
GWM
166
Geneos Wealth Management
Colorado
$369K +$367K +25,371 New
Bank of New York Mellon
167
Bank of New York Mellon
New York
$367K +$365K +25,186 New
KSA
168
Ken Stern & Associates
California
$366K +$11.1K +769 +3%
VAS
169
Valicenti Advisory Services
New York
$362K +$52.8K +3,650 +17%
WWMSC
170
Wagner Wealth Management (South Carolina)
South Carolina
$357K -$61.8K -4,266 -15%
BFEC
171
Benjamin F. Edwards & Company
Missouri
$353K +$73.4K +5,071 +26%
IA
172
IFG Advisory
Georgia
$350K +$2.92K +202 +0.8%
PAS
173
Park Avenue Securities
New York
$341K +$14.1K +975 +4%
KFA
174
Kays Financial Advisory
Georgia
$331K +$59.7K +4,121 +22%
NPP
175
New Potomac Partners
Maryland
$329K -$2.46K -170 -0.7%