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Invesco Zacks Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$307K +$5.81K +272 +2%
SFA
27
Sequoia Financial Advisors
Ohio
$300K – – –
SBSB
28
Sullivan, Bruyette, Speros & Blaney
Virginia
$292K – – –
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$239K +$21 +1 +0%
EWA
30
EP Wealth Advisors
California
$233K +$230K +10,785 New
CAL
31
Capital Advisors Ltd
Ohio
$231K – – –
ECM
32
ETrade Capital Management
Virginia
$218K +$216K +10,109 New
CI
33
CX Institutional
Indiana
$177K +$127K +5,941 +267%
NFG
34
Next Financial Group
Texas
$172K +$33.3K +1,561 +24%
NFH
35
NEXT Financial Holdings
Texas
$172K +$170K +7,963 New
APA
36
American Portfolios Advisors
New York
$167K +$2.37K +111 +1%
JPLA
37
Joseph P. Lucia & Associates
New York
$158K +$153K +7,145 New
WTC
38
WhitTier Trust Company
Nevada
$131K – – –
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$98K -$28.8K -1,350 -23%
HI
40
Hudock Inc
Pennsylvania
$97K -$52.8K -2,475 -36%
AG
41
Advisor Group
Arizona
$78K -$2.82K -132 -4%
TC
42
Truvestments Capital
Florida
$60K +$59K +2,765 New
NCM
43
Next Capital Management
New York
$35K – – –
RFC
44
Regions Financial Corp
Alabama
$34K – – –
CWA
45
Clarus Wealth Advisors
Arizona
$32K +$107 +5 +0.3%
SNT
46
Security National Trust
West Virginia
$31K – – –
SWM
47
SeaCrest Wealth Management
New York
$26K – – –
RIA
48
Realta Investment Advisors
Delaware
$25K +$24.2K +1,135 New
GWM
49
Geneos Wealth Management
Colorado
$24K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$22K – – –