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Invesco Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AllSquare Wealth Management
New York
$263K
PAS
127
Park Avenue Securities
New York
$261K +$2.55K +104 +1%
TF
128
Trek Financial
Arizona
$249K +$2.28K +93 +0.9%
RG
129
Retirement Group
California
$235K +$809 +33 +0.3%
DI
130
Diligent Investors
California
$225K +$1.89K +77 +0.9%
WSTAM
131
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$301K -12,288 -59%
IA
132
IFP Advisors
Florida
$204K -$7.87K -321 -4%
PBF
133
Petix & Botte Financial
California
$200K -$197K -8,055 -50%
CFIA
134
Cantor Fitzgerald Investment Advisors
New York
$200K
NFG
135
Next Financial Group
Texas
$199K +$198K +8,090 New
ASN
136
Advisory Services Network
Georgia
$158K +$158K +6,440 New
EWM
137
Edge Wealth Management
New York
$148K -$838K -34,200 -85%
CHA
138
Carmichael Hill & Associates
Maryland
$137K
AA
139
AlphaMark Advisors
Kentucky
$123K
CFA
140
Carroll Financial Associates
North Carolina
$89K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$74K +$73.5K +3,000 New
PS
142
Planned Solutions
California
$60K +$60K +2,448 New
TIM
143
Tortoise Investment Management
New York
$57K
HFM
144
Hartford Financial Management
Connecticut
$53K -$46.6K -1,900 -47%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$49K +$49K +2,000 New
PK
146
Pflug Koory
Nebraska
$43K +$466 +19 +1%
BC
147
Barnett & Company
Tennessee
$40K
APA
148
American Portfolios Advisors
New York
$37.1K -$3.8K -155 -9%
JWM
149
Jeppson Wealth Management
California
$37K +$36.8K +1,500 New
BFEC
150
Benjamin F. Edwards & Company
Missouri
$26K