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QVMT

Invesco S&P 500 Concentrated QVM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$322K +$300K +4,614 New
SFS
27
Sowell Financial Services
Arkansas
$313K -$3.9K -60 -1%
SF
28
Summit Financial
New Jersey
$282K +$262K +4,030 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$276K +$257K +3,956 New
PIA
30
Perennial Investment Advisors
California
$237K
SP
31
Sequent Planning
Nebraska
$230K -$474K -7,298 -69%
LFAS
32
Level Four Advisory Services
Texas
$226K +$210K +3,233 New
ASN
33
Advisory Services Network
Georgia
$211K -$30.8K -475 -14%
Goldman Sachs
34
Goldman Sachs
New York
$206K +$192K +2,952 New
AA
35
Alesco Advisors
New York
$203K +$188K +2,900 New
AIP
36
Ameritas Investment Partners
Nebraska
$171K +$159K +2,446 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$162K -$7.4K -114 -5%
RRMM
38
Regatta Research & Money Management
Louisiana
$160K +$148K +2,284 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$157K -$36K -554 -20%
Morgan Stanley
40
Morgan Stanley
New York
$140K +$65 +1 +0.1%
CFD
41
Creative Financial Designs
Indiana
$137K -$16.6K -255 -12%
SMA
42
Sage Mountain Advisors
Georgia
$126K +$325 +5 +0.3%
LI
43
LRI Investments
Florida
$53.5K
IWC
44
Integrated Wealth Concepts
Massachusetts
$51.1K +$47.5K +732 New
SIM
45
Synergy Investment Management
Florida
$45.3K -$6.95K -107 -14%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$23.3K
AA
47
Addison Advisors
Vermont
$21.7K
VFM
48
Vision Financial Markets
Connecticut
$14.4K
GWM
49
Geneos Wealth Management
Colorado
$14K
SPIA
50
Steward Partners Investment Advisory
New York
$14K