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Invesco Variable Rate Investment Grade ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Advisors
76
NewEdge Advisors
Louisiana
$72.4K +$72.1K +2,928 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$70K – – –
RG
78
Retirement Group
California
$67K +$34.9K +1,416 +109%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$60.6K +$29.6K +1,203 +96%
RFS
80
Retirement Financial Solutions
Tennessee
$37.1K +$37K +1,500 New
SignatureFD
81
SignatureFD
Georgia
$34.9K -$99.8K -4,052 -74%
Wells Fargo
82
Wells Fargo
California
$29.7K -$1.23K -50 -4%
Belpointe Asset Management
83
Belpointe Asset Management
Nevada
$27.1K +$27K +1,095 New
FCA
84
Fortis Capital Advisors
Kansas
$27.1K +$27K +1,095 New
DWP
85
Destiny Wealth Partners
Florida
$22.5K – – –
WhitTier Trust Company
86
WhitTier Trust Company
Nevada
$6.5K – – –
CIAS
87
Capital Investment Advisory Services
North Carolina
$6.3K +$74 +3 +1%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$6K – – –
US Bancorp
89
US Bancorp
Minnesota
$4.94K – – –
Geneos Wealth Management
90
Geneos Wealth Management
Colorado
$3.95K – – –
Private Advisor Group
91
Private Advisor Group
New Jersey
$3.45K +$1.03M +41,678 +43%
FA
92
Fiduciary Alliance
South Carolina
$3.04K +$3.03K +123 New
AA
93
AlphaMark Advisors
Kentucky
$2K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$25 +$25 +1 New
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
– -$6.07M -246,307 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– -$1.71M -69,375 Closed
Flow Traders U.S.
97
Flow Traders U.S.
New York
– -$551K -22,380 Closed
Raymond James Financial Services Advisors
98
Raymond James Financial Services Advisors
Florida
– -$440K -17,875 Closed
Ameriprise
99
Ameriprise
Minnesota
– -$217K -8,808 Closed
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
– -$24K -988 Closed