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Invesco NASDAQ Next Gen 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$491K +$7.16K +210 +2%
SPIA
52
Steward Partners Investment Advisory
New York
$480K +$1.71K +50 +0.4%
P
53
&Partners
Tennessee
$480K +$59.1K +1,733 +15%
MML Investors Services
54
MML Investors Services
Massachusetts
$475K -$141K -4,146 -24%
CAM
55
Cresset Asset Management
Illinois
$470K
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$451K -$394K -11,547 -48%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$434K -$79.8K -2,341 -16%
PCM
58
Pointe Capital Management
Michigan
$373K +$170 +5 +0%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$357K -$111K -3,266 -25%
PAG
60
Private Advisor Group
New Jersey
$348K -$50.8K -1,489 -13%
CIAS
61
Capital Investment Advisory Services
North Carolina
$334K +$68 +2 +0%
OC
62
Oppenheimer & Co
New York
$334K -$4.13K -121 -1%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$323K
EIP
64
Ellis Investment Partners
Pennsylvania
$314K +$614 +18 +0.2%
RPCONE
65
Retirement Planning Company of New England
Rhode Island
$308K -$2.52K -74 -0.9%
KWM
66
Kingsview Wealth Management
Oregon
$285K +$271K +7,956 New
WT
67
Washington Trust
Rhode Island
$283K
Truist Financial
68
Truist Financial
North Carolina
$276K +$23.1K +677 +10%
GCP
69
Gill Capital Partners
Colorado
$274K
SWP
70
Stratos Wealth Partners
Ohio
$265K +$102 +3 +0%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$263K +$250K +7,335 New
CF
72
Centaurus Financial
California
$255K +$17.2K +504 +8%
KAS
73
Kestra Advisory Services
Texas
$238K -$241K -7,056 -52%
HighTower Advisors
74
HighTower Advisors
Illinois
$228K -$3.89K -114 -2%
AA
75
Ancora Advisors
Ohio
$225K -$4.91K -144 -2%