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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
151
Ashton Thomas Private Wealth
Arizona
$726K -$13K -1,100 -2%
SWMG
152
Sanchez Wealth Management Group
Florida
$698K -$10.9K -924 -2%
LWMG
153
Levy Wealth Management Group
Pennsylvania
$698K
CTC
154
Central Trust Company
Missouri
$687K -$160K -13,537 -19%
AWS
155
Atria Wealth Solutions
New York
$678K +$157K +13,332 +30%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$671K
BPA
157
Beacon Pointe Advisors
California
$671K -$422K -35,799 -39%
OIA
158
Optimum Investment Advisors
Illinois
$670K +$5.3K +450 +0.8%
BJL
159
Brighton Jones LLC
Washington
$652K +$8.46K +718 +1%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$647K +$3.43K +291 +0.5%
TPW
161
Transatlantique Private Wealth
New York
$645K +$106K +9,019 +20%
GWCM
162
Godshalk Welsh Capital Management
Pennsylvania
$642K +$11.8K +1,000 +2%
DFA
163
DHK Financial Advisors
New Hampshire
$629K +$8.87K +753 +1%
AWA
164
Aletheian Wealth Advisors
Washington
$627K -$707 -60 -0.1%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$625K -$236K -20,046 -28%
RG
166
Retirement Group
California
$614K +$401 +34 +0.1%
SSA
167
Schonfeld Strategic Advisors
New York
$596K +$442K +37,524 +297%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$582K -$162K -13,760 -22%
SF
169
Summit Financial
New Jersey
$574K +$206K +17,498 +57%
WWMSC
170
Wagner Wealth Management (South Carolina)
South Carolina
$572K +$568K +48,181 New
AAS
171
Ameritas Advisory Services
Nebraska
$565K +$394K +33,415 +235%
Lido Advisors
172
Lido Advisors
California
$561K +$41.8K +3,551 +8%
Citigroup
173
Citigroup
New York
$553K -$410K -34,824 -43%
IAIM
174
International Assets Investment Management
Florida
$542K +$79.7K +6,765 +17%
RT
175
Rockland Trust
Massachusetts
$533K +$2.2K +187 +0.4%