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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAS
176
Brown Advisory Securities
Maryland
$319K -$71.7K -4,950 -18%
TD Asset Management
177
TD Asset Management
Ontario, Canada
$319K
LWS
178
Lucia Wealth Services
California
$305K -$1.48M -101,895 -83%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$296K +$142K +9,806 +93%
BC
180
Burney Company
Virginia
$293K +$6.37K +440 +2%
ACG
181
Allen Capital Group
Nebraska
$292K -$2.17M -149,707 -88%
CAG
182
Csenge Advisory Group
Florida
$286K -$99.6K -6,883 -26%
PO
183
Private Ocean
California
$286K -$29K -2,000 -9%
PP
184
PagnatoKarp Partners
Virginia
$285K +$3.95K +273 +1%
MC
185
Moors & Cabot
Massachusetts
$282K +$30.4K +2,101 +12%
CAC
186
Certified Advisory Corp
Florida
$276K -$5K -345 -2%
AFS
187
Access Financial Services
Minnesota
$274K -$11.9K -821 -4%
BJL
188
Brighton Jones LLC
Washington
$273K +$3.19K +220 +1%
KWM
189
Kingsview Wealth Management
Oregon
$263K +$14.1K +976 +6%
TA
190
TMD & Associates
Arizona
$261K +$260K +17,938 New
CFN
191
Cordasco Financial Network
Florida
$256K +$174 +12 +0.1%
CRWM
192
Castle Rock Wealth Management
California
$256K +$21.7K +1,502 +9%
GT
193
Glenview Trust
Kentucky
$253K
BRWA
194
B. Riley Wealth Advisors
Florida
$253K +$11.4K +788 +5%
WS
195
Wedbush Securities
California
$247K -$6.51K -450 -3%
KA
196
Kovack Advisors
Florida
$245K -$164K -11,355 -40%
AL
197
Aspiriant LLC
California
$241K -$743K -51,334 -76%
FA
198
FDx Advisors
Illinois
$239K -$496K -34,253 -68%
DC
199
Davenport & Co
Virginia
$238K -$48.2K -3,327 -17%
BF
200
BOK Financial
Oklahoma
$225K +$1.65K +114 +0.7%