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Invesco Preferred ETF
PGX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
201
Almanack Investment Partners
Pennsylvania
$172K -$148K -9,862 -46%
LFAS
202
Level Four Advisory Services
Texas
$171K – – –
GRP
203
Global Retirement Partners
California
$170K -$5.75K -383 -3%
CIC
204
Carnegie Investment Counsel
Ohio
$170K +$168K +11,200 New
AIP
205
Ahrens Investment Partners
Louisiana
$169K – – –
PWW
206
Pettyjohn Wood & White
Virginia
$166K – – –
RG
207
Rathbones Group
United Kingdom
$166K – – –
BC
208
Barnett & Company
Tennessee
$161K +$44.7K +2,975 +39%
BPM
209
Bowling Portfolio Management
Ohio
$158K +$157K +10,431 New
CA
210
Continuum Advisory
Idaho
$157K +$156K +10,361 New
BSB
211
Bangor Savings Bank
Maine
$151K – – –
PFC
212
Phocas Financial Corp
California
$151K – – –
RFA
213
Reilly Financial Advisors
California
$151K – – –
TWA
214
TCI Wealth Advisors
Arizona
$143K +$6.86K +457 +5%
SIAS
215
Shine Investment Advisory Services
Colorado
$140K +$139K +9,235 New
BAM
216
Barrett Asset Management
New York
$134K +$22.5K +1,500 +20%
AA
217
Advisory Alpha
Michigan
$129K +$18.1K +1,208 +17%
WA
218
WFG Advisors
Texas
$127K +$40.2K +2,676 +47%
FFW
219
Fusion Family Wealth
New York
$124K +$124K +8,230 New
BWP
220
Baldwin Wealth Partners
Massachusetts
$122K – – –
ST
221
Smithfield Trust
Pennsylvania
$122K – – –
PA
222
Parallel Advisors
California
$120K -$2.55K -170 -2%
NA
223
NewEdge Advisors
Louisiana
$112K +$112K +7,428 New
HWP
224
Hefty Wealth Partners
Indiana
$91K +$841 +56 +0.9%
ACM
225
AlphaStar Capital Management
North Carolina
$90K +$89.9K +5,986 New
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9
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