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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WealthShield Partners
North Carolina
$555K
WCWM
177
Wooster Corthell Wealth Management
Connecticut
$554K
Citigroup
178
Citigroup
New York
$543K +$55.4K +3,725 +11%
DWM
179
Dakota Wealth Management
Florida
$527K +$41.7K +2,800 +9%
KFA
180
Kays Financial Advisory
Georgia
$515K +$55.9K +3,756 +12%
TCPWM
181
Traverso Chambers Private Wealth Management
California
$509K
FNC
182
First National Corp
Massachusetts
$493K +$22.5K +1,509 +5%
OC
183
Oppenheimer & Co
New York
$487K +$30.8K +2,068 +7%
BJL
184
Brighton Jones LLC
Washington
$466K +$112K +7,493 +32%
FCA
185
FLC Capital Advisors
California
$461K
DAS
186
Dynamic Advisor Solutions
Arizona
$453K +$551 +37 +0.1%
Barclays
187
Barclays
United Kingdom
$451K
AFC
188
AFT Forsyth & Company
Florida
$442K
PSUF
189
People's United Financial
Connecticut
$442K
MAFM
190
Mid Atlantic Financial Management
Pennsylvania
$442K +$28.4K +1,910 +7%
ASN
191
Advisory Services Network
Georgia
$435K
QIM
192
Quest Investment Management
Oregon
$433K
Millennium Management
193
Millennium Management
New York
$430K +$426K +28,632 New
KWM
194
Kingsview Wealth Management
Oregon
$428K -$69.1K -4,640 -14%
MAP
195
Milestone Advisory Partners
North Carolina
$414K
SBIA
196
Sheaff Brock Investment Advisors
Indiana
$414K +$127K +8,500 +45%
WA
197
Wealthstar Advisors
Texas
$413K -$5.52K -371 -1%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$408K +$157K +10,560 +64%
AAM
199
Autus Asset Management
Arizona
$402K -$44.7K -3,000 -10%
MIAN
200
Mariner Independent Advisor Network
Kansas
$402K -$6.27K -421 -2%