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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$516K +$103K +6,902 +25%
LA
177
LVW Advisors
New York
$513K +$67.9K +4,531 +15%
DC
178
Davenport & Co
Virginia
$496K +$152K +10,144 +44%
MWM
179
Meridian Wealth Management
Kentucky
$496K +$270 +18 +0.1%
CAN
180
Claraphi Advisory Network
United States
$496K +$500K +33,362 New
FMB
181
Field & Main Bank
Kentucky
$476K +$480K +32,050 New
RIA
182
Regal Investment Advisors
Michigan
$467K +$47K +3,135 +11%
QIM
183
Quest Investment Management
Oregon
$462K
MIAN
184
Mariner Independent Advisor Network
Kansas
$452K +$54.1K +3,609 +13%
MAP
185
Milestone Advisory Partners
North Carolina
$450K +$454K +30,315 New
Barclays
186
Barclays
United Kingdom
$446K +$449K +30,000 New
KM
187
Kalos Management
Georgia
$435K +$453K +30,223 New
AA
188
Advisory Alpha
Michigan
$430K +$83.3K +5,563 +23%
CF
189
Centaurus Financial
California
$416K +$419K +27,990 New
PFA
190
Pinnacle Family Advisors
Missouri
$408K -$30.8K -2,059 -7%
PFA
191
Pathway Financial Advisors
Vermont
$406K +$410K +27,345 New
ECM
192
Elgethun Capital Management
South Dakota
$393K
DAS
193
Dynamic Advisor Solutions
Arizona
$384K +$10K +670 +3%
LNC
194
Lincoln National Corp
Pennsylvania
$384K +$194K +12,924 +100%
WP
195
WealthSource Partners
California
$381K +$384K +25,669 New
DP
196
Dearborn Partners
Illinois
$379K
BAM
197
Belpointe Asset Management
Nevada
$378K +$58.6K +3,914 +18%
KWMG
198
King Wealth Management Group
Florida
$374K +$64.4K +4,300 +21%
CRWM
199
Castle Rock Wealth Management
California
$374K +$377K +25,178 New
RCAG
200
Rehmann Capital Advisory Group
Michigan
$370K +$12K +802 +3%