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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Meridian Wealth Management
Kentucky
$365K -$25.2K -1,734 -6%
VAS
177
Valicenti Advisory Services
New York
$356K
KFA
178
Kays Financial Advisory
Georgia
$340K +$14.7K +1,014 +4%
IA
179
IFG Advisory
Georgia
$334K -$10.7K -740 -3%
PAS
180
Park Avenue Securities
New York
$322K -$8.86K -610 -3%
TD Asset Management
181
TD Asset Management
Ontario, Canada
$319K
DP
182
Dearborn Partners
Illinois
$308K -$58.1K -4,000 -16%
CW
183
CreativeOne Wealth
Kansas
$294K -$215K -14,832 -42%
WWMSC
184
Wagner Wealth Management (South Carolina)
South Carolina
$294K -$57.8K -3,984 -16%
OIA
185
OneDigital Investment Advisors
Kansas
$286K +$290K +20,000 New
BC
186
Burney Company
Virginia
$285K -$2.83K -195 -1%
PP
187
PagnatoKarp Partners
Virginia
$284K +$3.99K +275 +1%
PO
188
Private Ocean
California
$281K
CRWM
189
Castle Rock Wealth Management
California
$279K +$33.8K +2,329 +13%
BAS
190
Brown Advisory Securities
Maryland
$276K -$38.5K -2,655 -12%
BJL
191
Brighton Jones LLC
Washington
$272K +$3.83K +264 +1%
KWM
192
Kingsview Wealth Management
Oregon
$269K +$10.2K +700 +4%
NSIM
193
North Star Investment Management
Illinois
$263K +$197K +13,556 +281%
ACG
194
Allen Capital Group
Nebraska
$262K -$25.8K -1,780 -9%
BRWA
195
B. Riley Wealth Advisors
Florida
$262K +$13.9K +954 +6%
MWP
196
MYCIO Wealth Partners
Pennsylvania
$256K +$260K +17,900 New
BCM
197
Breiter Capital Management
Florida
$255K +$259K +17,815 New
AIP
198
Almanack Investment Partners
Pennsylvania
$254K +$262K +18,079 New
GLA
199
Good Life Advisors
Pennsylvania
$253K +$255K +17,567 New
CFN
200
Cordasco Financial Network
Florida
$252K