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Invesco S&P MidCap 400 Pure Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIM
51
Unified Investment Management
Georgia
$249K +$265K +2,184 New
PWM
52
Purus Wealth Management
California
$206K +$121 +1 +0.1%
PS
53
Principal Securities
Iowa
$168K – – –
MTC
54
Matrix Trust Company
Colorado
$138K +$46K +380 +46%
PA
55
PSI Advisors
Florida
$137K – – –
CA
56
CoreCap Advisors
Michigan
$129K +$10.2K +84 +8%
JFA
57
JNBA Financial Advisors
Minnesota
$125K -$5.69K -47 -4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$121K +$13.3K +110 +12%
IA
59
IFP Advisors
Florida
$81.1K – – –
PA
60
Parallel Advisors
California
$74.2K – – –
US Bancorp
61
US Bancorp
Minnesota
$68.5K – – –
CFD
62
Creative Financial Designs
Indiana
$56.6K – – –
NA
63
NewEdge Advisors
Louisiana
$51.5K +$121 +1 +0.2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$49.3K – – –
AWM
65
AllSquare Wealth Management
New York
$39.4K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$28.4K – – –
NWM
67
Nova Wealth Management
Florida
$20.1K +$21.3K +176 New
BWL
68
Bogart Wealth LLC
Virginia
$19.6K +$121 +1 +0.6%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
ME
70
McIlrath & Eck
Washington
$15.6K – – –
UB
71
UMB Bank
Missouri
$11.4K +$12.1K +100 New
GWM
72
Geneos Wealth Management
Colorado
$10.6K – – –
CIAS
73
CBIZ Investment Advisory Services
Ohio
$9.1K +$121 +1 +1%
RPCA
74
Running Point Capital Advisors
California
$7.19K – – –
SWM
75
Spire Wealth Management
Virginia
$7.18K – – –