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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
176
Christensen King & Associates Investment Services
Washington
$512K +$36.8K +3,058 +7%
BA
177
Bristlecone Advisors
Washington
$509K – – –
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$492K +$261K +21,729 +104%
EAM
179
Everstar Asset Management
North Carolina
$489K – – –
AIC
180
Argus Investors Counsel
New York
$485K +$52.9K +4,400 +12%
PTC
181
Private Trust Company
Ohio
$483K +$23.7K +1,974 +5%
MIA
182
MeadowBrook Investment Advisors
Michigan
$482K -$2.83K -235 -0.6%
BWG
183
Balanced Wealth Group
Ohio
$472K -$638K -53,044 -56%
NA
184
Nautilus Advisors
California
$469K +$490K +40,693 New
LSA
185
Lion Street Advisors
Texas
$463K -$2.89K -240 -0.6%
NW
186
NewEdge Wealth
Pennsylvania
$458K -$368K -30,599 -44%
CBT
187
Crews Bank & Trust
Florida
$456K +$476K +39,580 New
LFAS
188
Level Four Advisory Services
Texas
$451K +$24 +2 +0%
PAS
189
Park Avenue Securities
New York
$446K +$27.3K +2,272 +6%
PFS
190
Prospera Financial Services
Texas
$436K +$1.08K +90 +0.2%
AWS
191
Atria Wealth Solutions
New York
$433K -$11.4K -944 -2%
PIA
192
Perennial Investment Advisors
California
$419K +$32.6K +2,710 +8%
AFP
193
Ausdal Financial Partners
Iowa
$409K +$93.8K +7,795 +28%
AAP
194
Arax Advisory Partners
Colorado
$407K -$1.77K -147 -0.4%
AAS
195
Avantax Advisory Services
Texas
$406K -$12.7K -1,052 -3%
TCM
196
Tradewinds Capital Management
Washington
$396K +$410K +34,079 +15,146%
CP
197
Creekside Partners
California
$395K -$9.01K -749 -2%
JGIA
198
Jackson Grant Investment Advisers
Connecticut
$387K -$580K -48,241 -59%
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$385K +$31K +2,576 +8%
PFA
200
Portland Financial Advisors
New York
$377K +$393K +32,688 New
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