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Invesco WilderHill Clean Energy ETF
PBW

Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
76
Wealth Management Partners
Arizona
$1.03M +$636K +7,854 New
AWA
77
Arete Wealth Advisors
Illinois
$1.01M +$789K +9,744 New
BCM
78
BTR Capital Management
California
$961K – – –
NSIM
79
North Star Investment Management
Illinois
$944K +$31.6K +390 +4%
AWCI
80
Alpine Woods Capital Investors
New York
$931K – – –
PBCM
81
Point Break Capital Management
Florida
$927K +$726K +8,962 New
MA
82
MONECO Advisors
Connecticut
$915K +$587K +7,250 New
CAN
83
Cetera Advisor Networks
California
$911K +$361K +4,451 +102%
GWM
84
Geneos Wealth Management
Colorado
$895K +$97.8K +1,207 +14%
NFG
85
Next Financial Group
Texas
$889K +$379K +4,681 +119%
V
86
Veritable
Delaware
$886K – – –
CB
87
Commerce Bank
Missouri
$868K +$15.8K +195 +2%
PPW
88
Parcion Private Wealth
Washington
$842K -$6.72K -83 -1%
KAS
89
Kestra Advisory Services
Texas
$816K +$625K +7,710 +7,710%
EB
90
Eastern Bank
Massachusetts
$776K – – –
CA
91
Cetera Advisors
Colorado
$750K +$587K +7,250 New
CRIG
92
Charter Research & Investment Group
Connecticut
$738K +$578K +7,135 New
TRCT
93
Tower Research Capital (TRC)
New York
$716K -$2.78M -34,296 -83%
JWM
94
JFG Wealth Management
Colorado
$692K – – –
MWM
95
Meridian Wealth Management
Kentucky
$588K +$461K +5,695 New
SAM
96
Strategy Asset Managers
California
$549K +$62.6K +773 +17%
APA
97
American Portfolios Advisors
New York
$530K +$105K +1,291 +34%
CS
98
Candriam SCA
Luxembourg
$525K +$413K +5,100 New
LFASL
99
Lugano Financial Advisors SA (LFA)
Switzerland
$517K – – –
NCM
100
Next Capital Management
New York
$517K +$405K +5,000 New
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4
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