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Invesco S&P Spin-Off ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$67K +$12.6K +294 +14%
RCA
27
Rowland Carmichael Advisors
Arizona
$38K – – –
BBHC
28
Brown Brothers Harriman & Co
New York
$28K – – –
RWM
29
Raffa Wealth Management
District of Columbia
$25.6K – – –
William Blair & Company
30
William Blair & Company
Illinois
$22K – – –
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
FANJ
33
Financial Architects (New Jersey)
New Jersey
$6K -$514K -12,035 -98%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$6K +$8.55K +200 New
AA
35
Ancora Advisors
Ohio
$4K – – –
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$3K -$4.28K -100 -50%
DSC
37
Duncker Streett & Co
Missouri
$3K – – –
SW
38
SVB Wealth
Massachusetts
$2K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
– -$491K -9,705 Closed
PWMG
40
Prestige Wealth Management Group
New Jersey
– -$288K -5,692 Closed
DY
41
Dowling & Yahnke
California
– -$27K -530 Closed
EP
42
Eudaimonia Partners
Tennessee
– -$23K -450 Closed
US Bancorp
43
US Bancorp
Minnesota
– -$20K -400 Closed
AP
44
Advisors Preferred
Maryland
– -$15K -304 Closed
SPIA
45
Steward Partners Investment Advisory
New York
– -$13K -262 Closed