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Invesco Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$222K -$85.2K -1,901 -28%
SW
77
SVB Wealth
Massachusetts
$202K -$71.7K -1,600 -26%
KPWS
78
Kestra Private Wealth Services
Texas
$201K -$13.8K -309 -6%
IWA
79
IVC Wealth Advisors
Pennsylvania
$201K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$161K -$6.54K -146 -4%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$149K
EVM
82
Eaton Vance Management
Massachusetts
$149K
BAM
83
Belpointe Asset Management
Nevada
$140K -$583 -13 -0.4%
EWM
84
EPG Wealth Management
Georgia
$133K +$134K +3,000 New
US Bancorp
85
US Bancorp
Minnesota
$114K
IFAM
86
Institutional & Family Asset Management
Colorado
$111K
SPIA
87
Steward Partners Investment Advisory
New York
$93K -$6.36K -142 -6%
GWM
88
Geneos Wealth Management
Colorado
$88K
FWM
89
Focused Wealth Management
New York
$80K +$448 +10 +0.6%
GRP
90
Global Retirement Partners
California
$53K
BCMIO
91
Beacon Capital Management Inc (Ohio)
Ohio
$53K +$53.6K +1,197 New
TWA
92
TCI Wealth Advisors
Arizona
$51K
GT
93
Glenmede Trust
Pennsylvania
$46K
NFG
94
Next Financial Group
Texas
$46K +$25.2K +562 +120%
WLPWM
95
Walled Lake Planning & Wealth Management
Illinois
$44K +$43.9K +980 New
TRCT
96
Tower Research Capital (TRC)
New York
$39K -$14.8K -330 -28%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$37K
CIAS
98
Capital Investment Advisory Services
North Carolina
$30K
BW
99
Bison Wealth
Georgia
$25K -$221K -4,922 -90%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$23K