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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
151
Sanchez Wealth Management Group
Florida
$549K +$562K +40,721 New
Citigroup
152
Citigroup
New York
$548K -$7.21K -523 -1%
CWS
153
Cypress Wealth Services
California
$530K -$52.2K -3,782 -9%
AIC
154
Ameritas Investment Company
Nebraska
$528K +$540K +39,174 New
WCWM
155
Wooster Corthell Wealth Management
Connecticut
$515K +$528K +38,270 New
RF
156
RHS Financial
California
$509K +$521K +37,754 New
PFA
157
Pinnacle Family Advisors
Missouri
$501K +$65.9K +4,781 +15%
FWM
158
FFT Wealth Management
Pennsylvania
$499K -$4.33M -314,138 -89%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$499K +$97K +7,029 +23%
MAFM
160
Mid Atlantic Financial Management
Pennsylvania
$475K +$486K +35,230 New
CIA
161
Capital Investment Advisors
Georgia
$468K +$33.7K +2,443 +8%
DAS
162
Dynamic Advisor Solutions
Arizona
$464K +$36.9K +2,678 +9%
PA
163
Pinnacle Associates
New York
$462K -$110K -8,005 -19%
FCA
164
FLC Capital Advisors
California
$457K +$468K +33,910 New
TCPWM
165
Traverso Chambers Private Wealth Management
California
$456K +$467K +33,889 New
SWM
166
SeaCrest Wealth Management
New York
$454K -$276K -19,996 -37%
RJT
167
Raymond James Trust
Florida
$446K +$40.2K +2,915 +10%
CTC
168
Central Trust Company
Missouri
$442K -$222K -16,100 -33%
MIAN
169
Mariner Independent Advisor Network
Kansas
$434K -$22.5K -1,629 -5%
MAM
170
Marquette Asset Management
Minnesota
$433K -$34.2K -2,477 -7%
OC
171
Oppenheimer & Co
New York
$424K -$242K -17,541 -36%
IWM
172
IHT Wealth Management
Illinois
$411K -$446K -32,336 -51%
Barclays
173
Barclays
United Kingdom
$404K
AAM
174
Autus Asset Management
Arizona
$402K +$411K +29,812 New
CRWM
175
Castle Rock Wealth Management
California
$401K +$136K +9,841 +49%