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Invesco Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$405K -$650K -27,661 -62%
PI
152
PFG Investments
New York
$400K +$395K +16,820 New
NA
153
Nottingham Advisors
New York
$394K -$13.7K -582 -3%
IAS
154
Insigneo Advisory Services
Florida
$390K +$963 +41 +0.3%
FCA
155
FinTrust Capital Advisors
South Carolina
$379K -$395K -16,807 -51%
AWM
156
AllSquare Wealth Management
New York
$373K
BAM
157
BTS Asset Management
Massachusetts
$365K +$23.6K +1,007 +7%
TPW
158
Transatlantique Private Wealth
New York
$353K
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$342K +$117K +5,000 +53%
MWM
160
Marion Wealth Management
Pennsylvania
$341K -$39.7K -1,689 -11%
BFWM
161
Bright Futures Wealth Management
New York
$328K +$321K +13,692 New
RCWM
162
Royal Capital Wealth Management
Indiana
$311K -$35.2K -1,500 -10%
DI
163
Disciplined Investments
Oklahoma
$306K +$302K +12,863 New
MA
164
Mutual Advisors
Nebraska
$304K +$300K +12,786 New
Creative Planning
165
Creative Planning
Kansas
$298K +$295K +12,552 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$298K -$282K -12,011 -49%
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$288K -$32.9K -1,403 -10%
UCFA
168
United Capital Financial Advisors
Texas
$284K -$47K -2,000 -14%
GWM
169
Geneos Wealth Management
Colorado
$279K -$2.61K -111 -0.9%
PAMG
170
Patton Albertson Miller Group
Tennessee
$274K
EWM
171
Endowment Wealth Management
Wisconsin
$273K -$17.7K -755 -6%
Neuberger Berman Group
172
Neuberger Berman Group
New York
$271K -$285K -12,150 -52%
MFG
173
Magnus Financial Group
New York
$269K -$34.9K -1,485 -12%
FIC
174
Family Investment Center
Missouri
$267K -$7.21K -307 -3%
TFS
175
Thoroughbred Financial Services
Tennessee
$263K +$261K +11,098 New