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Invesco Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Catamount Wealth Management
Connecticut
$67K -$190 -13 -0.3%
DSC
202
Duncker Streett & Co
Missouri
$67K
WAM
203
Wolverine Asset Management
Illinois
$62K +$61.5K +4,200 New
PFSC
204
Peoples Financial Services Corp
Pennsylvania
$59K +$58.6K +4,000 New
SA
205
SRH Advisors
Kansas
$52K
IF
206
Ironwood Financial
Arizona
$49K -$20.9K -1,430 -30%
CTC
207
Central Trust Company
Missouri
$49K +$8.13K +555 +20%
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$38K -$5.49K -375 -13%
GBT
209
Grove Bank & Trust
Florida
$36K
SBL
210
Sargent Bickham Lagudis
Colorado
$35K +$34.8K +2,375 New
WP
211
WealthPLAN Partners
Nebraska
$34.2K +$33.6K +2,295 New
SEI Investments
212
SEI Investments
Pennsylvania
$33K -$2.9K -198 -8%
WEC
213
Winslow Evans & Crocker
Massachusetts
$26.8K -$2.78K -190 -10%
KPCM
214
Kings Point Capital Management
New York
$26K -$3.66K -250 -13%
TIM
215
Tortoise Investment Management
New York
$26K +$25.3K +1,730 New
MSFP
216
Mark Sheptoff Financial Planning
Connecticut
$25K +$15 +1 +0.1%
SF
217
Synovus Financial
Georgia
$21K
AIM
218
Advantage Investment Management
Iowa
$15K
FCMT
219
Founders Capital Management (Texas)
Texas
$15K +$14.6K +1,000 New
NSIM
220
North Star Investment Management
Illinois
$14K +$205 +14 +1%
SPIA
221
Steward Partners Investment Advisory
New York
$12K
WB
222
Webster Bank
Connecticut
$12K +$6.53K +446 +117%
FWM
223
Focused Wealth Management
New York
$11K +$161 +11 +1%
BTIS
224
BB&T Investment Services
North Carolina
$11K +$10.6K +723 New
AWMS
225
Advocacy Wealth Management Services
Georgia
$10K -$428K -29,207 -98%