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Invesco S&P Global Water Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
101
Lantern Wealth Advisors
New York
$282K – – –
GAM
102
Gould Asset Management
California
$282K – – –
RCP
103
Rothschild Capital Partners
New York
$278K +$283K +5,026 New
SPC
104
Sigma Planning Corp
Michigan
$276K -$415K -7,371 -60%
MHS
105
M Holdings Securities
Oregon
$267K +$272K +4,835 New
NCM
106
NCM Capital Management
New Jersey
$258K – – –
EWA
107
EP Wealth Advisors
California
$253K – – –
CFG
108
Clayton Financial Group
Missouri
$251K – – –
TCA
109
Transcend Capital Advisors
New Jersey
$245K -$5.07K -90 -2%
AAS
110
Avantax Advisory Services
Texas
$244K -$20.4K -363 -8%
PA
111
Parkside Advisors
California
$244K – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$241K – – –
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$240K -$17.6K -313 -7%
AWE
114
Avidian Wealth Enterprises
Texas
$237K – – –
PRS
115
Pinkerton Retirement Specialists
Idaho
$234K +$238K +4,235 New
WA
116
Wealthstream Advisors
New York
$234K – – –
JIC
117
Johnson Investment Counsel
Ohio
$232K – – –
SF
118
Summit Financial
New Jersey
$222K +$16K +285 +8%
JIC
119
Joel Isaacson & Co
New York
$221K – – –
RA
120
RFG Advisory
Alabama
$218K – – –
PA
121
Parallel Advisors
California
$214K – – –
GDP
122
Great Diamond Partners
Maine
$210K -$7.54K -134 -3%
SPWM
123
Schrum Private Wealth Management
Florida
$205K – – –
SWM
124
Spire Wealth Management
Virginia
$201K – – –
Jones Financial Companies
125
Jones Financial Companies
Missouri
$196K +$104K +1,844 +108%