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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
151
MTM Financial Group
Pennsylvania
$945K -$598K -47,540 -37%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$945K -$73.2K -5,818 -7%
JAG
153
Journey Advisory Group
Kentucky
$943K -$77.8K -6,182 -7%
1IA
154
1620 Investment Advisors
Massachusetts
$935K -$26.5K -2,103 -3%
NC
155
NewSquare Capital
Pennsylvania
$929K -$3.2K -254 -0.3%
TCPWM
156
Traverso Chambers Private Wealth Management
California
$927K -$4.81M -382,168 -83%
SEI Investments
157
SEI Investments
Pennsylvania
$926K
MFG
158
Merit Financial Group
Georgia
$919K
OPA
159
Old Port Advisors
Maine
$918K +$135K +10,704 +16%
FIM
160
Freedom Investment Management
Connecticut
$908K -$43.3K -3,437 -4%
AWA
161
Arete Wealth Advisors
Illinois
$897K +$753K +59,807 +382%
SRC
162
Shufro Rose & Co
New York
$832K +$15.6K +1,238 +2%
FMB
163
Field & Main Bank
Kentucky
$831K +$18.8K +1,490 +2%
SSW
164
Stone Summit Wealth
Florida
$831K +$364K +28,960 +71%
CWM
165
Cornerstone Wealth Management
Missouri
$810K +$858K +68,162 New
TSS
166
Two Sigma Securities
New York
$796K +$844K +67,024 New
SPC
167
Sigma Planning Corp
Michigan
$784K -$269K -21,366 -24%
ACM
168
Antonetti Capital Management
Florida
$783K +$667 +53 +0.1%
WIM
169
WealthPlan Investment Management
Nebraska
$775K +$822K +65,326 New
EWA
170
EverSource Wealth Advisors
Alabama
$772K +$814K +64,662 +18,318%
CFB
171
Cullen/Frost Bankers
Texas
$751K -$256K -20,302 -24%
Vanguard Personalized Indexing Management
172
Vanguard Personalized Indexing Management
California
$751K +$796K +63,246 New
CAG
173
Curtis Advisory Group
California
$744K -$33.2K -2,640 -4%
NCM
174
Narwhal Capital Management
Georgia
$737K
CA
175
CSM Advisors
Pennsylvania
$733K