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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
176
RGT Wealth Advisors
Texas
$162K +$166K +11,419 New
GI
177
Gradient Investments
Minnesota
$159K -$1.34K -92 -0.8%
RG
178
Rathbones Group
United Kingdom
$157K – – –
PWW
179
Pettyjohn Wood & White
Virginia
$156K +$160K +10,970 New
FHC
180
First Heartland Consultants
Missouri
$148K -$15 -1 -0%
AIP
181
Almanack Investment Partners
Pennsylvania
$143K +$146K +10,050 New
BSB
182
Bangor Savings Bank
Maine
$142K – – –
RFA
183
Reilly Financial Advisors
California
$142K – – –
TWA
184
TCI Wealth Advisors
Arizona
$129K +$132K +9,040 New
GRP
185
Global Retirement Partners
California
$124K +$127K +8,711 New
BWP
186
Baldwin Wealth Partners
Massachusetts
$123K – – –
ST
187
Smithfield Trust
Pennsylvania
$117K -$21.7K -1,490 -15%
PA
188
Parallel Advisors
California
$117K +$119K +8,190 New
BAM
189
Barrett Asset Management
New York
$105K +$30.5K +2,091 +39%
BWM
190
Baystate Wealth Management
Massachusetts
$87K +$87.8K +6,026 New
ECM
191
Elgethun Capital Management
South Dakota
$86K +$88.2K +6,057 New
HWP
192
Hefty Wealth Partners
Indiana
$83K +$1.24K +85 +1%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$82K -$412K -28,275 -83%
WA
194
WFG Advisors
Texas
$82K -$3.37K -231 -4%
AA
195
Ancora Advisors
Ohio
$80K +$81.6K +5,601 New
AC
196
Alexandria Capital
Virginia
$73K – – –
IF
197
Ironwood Financial
Arizona
$67K -$100K -6,880 -59%
DSC
198
Duncker Streett & Co
Missouri
$64K – – –
CWM
199
Catamount Wealth Management
Connecticut
$64K +$189 +13 +0.3%
BC
200
Barnett & Company
Tennessee
$55K +$39.3K +2,700 +230%
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