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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
176
Crews Bank & Trust
Florida
$377K -$95.1K -8,300 -20%
AWM
177
Ariadne Wealth Management
California
$366K
BHA
178
Beech Hill Advisors
New York
$364K +$360K +31,413 New
ECA
179
Elevation Capital Advisory
Oregon
$363K +$358K +31,276 New
State Farm Mutual Automobile Insurance
180
State Farm Mutual Automobile Insurance
Illinois
$361K +$356K +31,111 New
BWG
181
Balanced Wealth Group
Ohio
$360K +$3.33K +291 +0.9%
SSW
182
Stone Summit Wealth
Florida
$360K -$225K -19,650 -39%
EWM
183
Edge Wealth Management
New York
$350K
CIA
184
Capital Investment Advisors
Georgia
$347K -$13.6K -1,183 -4%
SW
185
SkyOak Wealth
Michigan
$345K
DWP
186
Daymark Wealth Partners
Ohio
$343K -$14.4K -1,258 -4%
TCA
187
Transcend Capital Advisors
New Jersey
$343K +$19.5K +1,700 +6%
FA
188
FF Advisors
California
$340K -$15.6K -1,362 -4%
Bank Julius Baer & Co
189
Bank Julius Baer & Co
Switzerland
$339K
PA
190
Pinnacle Associates
New York
$333K +$75.3K +6,573 +30%
PFA
191
Portland Financial Advisors
New York
$326K +$4.92K +430 +2%
FF
192
Friedenthal Financial
New Jersey
$324K -$11.7K -1,023 -4%
CFB
193
Cullen/Frost Bankers
Texas
$319K +$12.5K +1,089 +4%
PIMG
194
Patriot Investment Management Group
Tennessee
$315K -$43K -3,753 -12%
WAG
195
Wiser Advisor Group
Arizona
$313K +$309K +27,018 New
CFA
196
Camarda Financial Advisors
Florida
$312K +$27K +2,355 +10%
SPC
197
Sigma Planning Corp
Michigan
$309K -$47.2K -4,121 -13%
Corient Private Wealth
198
Corient Private Wealth
Florida
$306K +$44.9K +3,919 +17%
PWM
199
Perigon Wealth Management
California
$303K -$8.04K -702 -3%
LC
200
Landaas & Company
Wisconsin
$301K