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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
151
Merit Financial Group
Georgia
$767K -$2.2M -201,408 -75%
SSW
152
Stone Summit Wealth
Florida
$764K -$21.7K -1,989 -3%
WSTAM
153
Wilbanks Smith & Thomas Asset Management
Virginia
$759K +$433K +39,689 +150%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$720K +$685K +62,790 New
ATPW
155
Ashton Thomas Private Wealth
Arizona
$713K
CA
156
CSM Advisors
Pennsylvania
$708K
LWMG
157
Levy Wealth Management Group
Pennsylvania
$698K +$27.8K +2,546 +4%
SWMG
158
Sanchez Wealth Management Group
Florida
$685K +$107K +9,804 +20%
1IA
159
1620 Investment Advisors
Massachusetts
$684K -$89.4K -8,188 -12%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$648K +$617K +56,500 New
OIA
161
Optimum Investment Advisors
Illinois
$642K -$40.4K -3,700 -6%
BJL
162
Brighton Jones LLC
Washington
$621K +$11.8K +1,077 +2%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$621K -$392K -35,880 -40%
GWCM
164
Godshalk Welsh Capital Management
Pennsylvania
$608K -$504K -46,208 -47%
AWA
165
Aletheian Wealth Advisors
Washington
$606K -$317K -29,032 -35%
DFA
166
DHK Financial Advisors
New Hampshire
$599K +$10.1K +922 +2%
RG
167
Retirement Group
California
$593K -$13.1K -1,199 -2%
CKAIS
168
Christensen King & Associates Investment Services
Washington
$557K +$530K +48,586 New
AAP
169
Arax Advisory Partners
Colorado
$544K -$88.2K -8,083 -15%
HCM
170
Hilton Capital Management
New York
$537K -$54.6K -5,000 -10%
BRIA
171
Balanced Rock Investment Advisors
Massachusetts
$532K +$507K +46,415 New
NCM
172
Narwhal Capital Management
Georgia
$528K
TPW
173
Transatlantique Private Wealth
New York
$520K -$199K -18,262 -29%
RT
174
Rockland Trust
Massachusetts
$512K +$20.6K +1,890 +4%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$510K -$215K -19,705 -31%