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Invesco Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$19K – – –
NFG
102
Next Financial Group
Texas
$18K – – –
CFA
103
Carroll Financial Associates
North Carolina
$17K – – –
SSB
104
Sandy Spring Bank
Maryland
$17K – – –
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
TWM
106
Tradition Wealth Management
Minnesota
$16K +$14.7K +405 New
AWA
107
Arkadios Wealth Advisors
Georgia
$15K – – –
SNT
108
Security National Trust
West Virginia
$15K – – –
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
SIS
110
Sound Income Strategies
Florida
$8K – – –
Franklin Resources
111
Franklin Resources
California
$6K – – –
William Blair & Company
112
William Blair & Company
Illinois
$6K – – –
CAAS
113
Capital Asset Advisory Services
Michigan
$4K – – –
ME
114
McIlrath & Eck
Washington
$4K – – –
MPCG
115
Matrix Private Capital Group
New York
$2K – – –
OMC
116
Old Mission Capital
Illinois
– -$461K -13,537 Closed
AAS
117
Avantax Advisory Services
Texas
– -$426K -12,545 Closed
JWCA
118
J.W. Cole Advisors
Florida
– -$314K -9,220 Closed
ARG
119
Advisory Resource Group
Oklahoma
– -$223K -6,548 Closed
FHA
120
Flagship Harbor Advisors
Massachusetts
– -$110K -3,252 Closed
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
– -$16K -475 Closed