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Invesco Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$239K -$90.5K -3,500 -28%
AWM
102
AllSquare Wealth Management
New York
$209K – – –
UCFA
103
United Capital Financial Advisors
Texas
$203K +$201K +7,770 New
WTB
104
Washington Trust Bank
Washington
$185K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$113K +$77.6K +3,002 +222%
FT
106
Fiduciary Trust
Massachusetts
$101K +$100K +3,870 New
RFWA
107
RPg Family Wealth Advisory
Massachusetts
$101K +$99.7K +3,856 New
PMFA
108
Plante Moran Financial Advisors
Michigan
$87K -$1.37K -53 -2%
NFG
109
Next Financial Group
Texas
$81K +$620 +24 +0.8%
NR
110
Newfound Research
Massachusetts
$70K +$69.1K +2,674 New
WEC
111
Winslow Evans & Crocker
Massachusetts
$58.9K – – –
PCP
112
Proficio Capital Partners
Massachusetts
$53K – – –
First Manhattan
113
First Manhattan
New York
$44K – – –
AA
114
AlphaMark Advisors
Kentucky
$44K +$44K +1,700 New
HNB
115
Huntington National Bank
Ohio
$42K – – –
VWA
116
V Wealth Advisors
Kansas
$33K +$33.6K +1,300 New
AF
117
Allworth Financial
California
$18K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$12K – – –
EDRH
119
Edmond de Rothschild Holding
Switzerland
$10K – – –
AIM
120
Advantage Investment Management
Iowa
$8K +$7.76K +300 New
RFA
121
Reilly Financial Advisors
California
$5K +$5.14K +199 New
MA
122
MCF Advisors
Kentucky
$4K -$199K -7,699 -98%
LYV
123
Live Your Vision
Pennsylvania
$3K -$5.09K -197 -64%
Creative Planning
124
Creative Planning
Kansas
$2K -$157K -6,080 -99%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$2K +$1.68K +65 New