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Invesco Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
76
Wescott Financial Advisory Group
Pennsylvania
$335K
IWM
77
IHT Wealth Management
Illinois
$332K +$328K +7,057 New
Citadel Advisors
78
Citadel Advisors
Florida
$324K -$673K -14,504 -68%
MA
79
MCF Advisors
Kentucky
$306K
WPC
80
Wedmont Private Capital
Pennsylvania
$288K
FP
81
Financial Perspectives
Minnesota
$279K +$93 +2 +0%
T
82
TNF
Montana
$268K -$30.4K -654 -10%
IA
83
IFP Advisors
Florida
$265K +$9.52K +205 +3%
TRCT
84
Tower Research Capital (TRC)
New York
$257K -$250K -5,389 -50%
MAC
85
Mason & Associates (California)
California
$255K
GT
86
Greenleaf Trust
Michigan
$254K
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$251K +$229K +4,938 New
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$247K
TWD
89
True Wealth Design
Ohio
$245K +$242K +5,206 New
BSW
90
Buckingham Strategic Wealth
Missouri
$241K
RFN
91
RDA Financial Network
Iowa
$217K +$214K +4,610 New
GA
92
Goldstein Advisors
Wisconsin
$215K +$212K +4,572 New
ACI
93
Alpha Cubed Investments
California
$213K +$210K +4,531 New
IWA
94
IVC Wealth Advisors
Pennsylvania
$202K +$199K +4,290 New
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$201K +$198K +4,270 New
ACA
96
Aptus Capital Advisors
Alabama
$197K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$194K +$25.6K +551 +15%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$159K +$93 +2 +0.1%
MCC
99
Money Concepts Capital
Florida
$147K +$124K +2,679 +606%
EWM
100
EPG Wealth Management
Georgia
$141K