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Invesco Water Resources ETF
PHO

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
226
Washington Trust Advisors
Massachusetts
$49K – – –
MFA
227
McClarren Financial Advisors
Pennsylvania
$49K +$54.4K +1,090 New
ACA
228
Aptus Capital Advisors
Alabama
$48K +$48.8K +978 +1,304%
HNWAG
229
High Net Worth Advisory Group
Florida
$46K -$15K -300 -23%
SWA
230
SOA Wealth Advisors
New York
$46K +$50 +1 +0.1%
BAM
231
Baldrige Asset Management
Pennsylvania
$42K – – –
BAM
232
Byrne Asset Management
New Jersey
$41K – – –
WIM
233
Westside Investment Management
California
$37.3K +$34.9K +700 +44%
M
234
MOTCO
Texas
$37K – – –
JFA
235
JNBA Financial Advisors
Minnesota
$34K – – –
PO
236
Private Ocean
California
$34K – – –
FCG
237
Financial Connections Group
California
$32K – – –
LB
238
Legacy Bridge
Iowa
$32K – – –
PA
239
Parallel Advisors
California
$30K +$16.7K +335 +103%
MCM
240
Manchester Capital Management
Vermont
$29K – – –
MA
241
MUFG Americas
New York
$29K – – –
RA
242
Resolute Advisors
California
$29K +$50 +1 +0.2%
TWM
243
Tradition Wealth Management
Minnesota
$29K +$50 +1 +0.2%
SIC
244
Salem Investment Counselors
North Carolina
$28K – – –
CFD
245
Creative Financial Designs
Indiana
$26K – – –
BFO
246
Biltmore Family Office
North Carolina
$25K – – –
EC
247
EdgeRock Capital
Colorado
$25K +$27.3K +547 New
TPCW
248
TD Private Client Wealth
New York
$24.3K – – –
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$23K – – –
MPCG
250
Matrix Private Capital Group
New York
$22K +$2.5K +50 +12%
8 9
10
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