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Invesco KBW Property & Casualty Insurance ETF
KBWP

Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$14.7M +$13.8M +168,305 New
LPL Financial
2
LPL Financial
California
$9.1M +$2.88M +35,039 +50%
Morgan Stanley
3
Morgan Stanley
New York
$5.23M +$1.15M +14,043 +31%
MA
4
Mutual Advisors
Nebraska
$4.7M +$821K +10,000 +23%
RJA
5
Raymond James & Associates
Florida
$2.92M +$2.76M +33,573 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.71M +$2.55M +31,066 New
AWS
7
AJ Wealth Strategies
New York
$2.48M – – –
Ameriprise
8
Ameriprise
Minnesota
$2.36M +$2.23M +27,143 New
SEA
9
Stegent Equity Advisors
Texas
$2.25M -$177K -2,160 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.1M +$15.4K +188 +0.8%
UBS Group
11
UBS Group
Switzerland
$1.73M +$1.62M +19,781 +56,517%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.7M +$714K +8,693 +80%
FFN
13
Focus Financial Network
Minnesota
$1.51M +$1.43M +17,391 New
VWA
14
V Wealth Advisors
Kansas
$1.08M -$2.22K -27 -0.2%
Bank of America
15
Bank of America
North Carolina
$954K +$771K +9,391 +599%
Osaic Holdings
16
Osaic Holdings
Arizona
$702K -$33.2K -405 -5%
RFN
17
RDA Financial Network
Iowa
$518K – – –
PAG
18
Private Advisor Group
New Jersey
$435K +$410K +4,991 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$432K -$117K -1,430 -22%
VI
20
Vestcor Inc
New Brunswick, Canada
$395K – – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$366K +$345K +4,207 New
MWM
22
MinichMacGregor Wealth Management
New York
$328K +$309K +3,769 New
AWS
23
Atria Wealth Solutions
New York
$277K +$261K +3,179 New
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$265K +$250K +3,050 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$256K +$10.3K +125 +4%
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