RPV icon

Invesco S&P 500 Pure Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
101
Howe & Rusling
New York
$5K – – –
LWM
102
Liberty Wealth Management
California
$5K – – –
CAAS
103
Capital Asset Advisory Services
Michigan
$2K – – –
S
104
SignatureFD
Georgia
$2K +$273 +6 +17%
NR
105
Newfound Research
Massachusetts
$2K +$1.5K +33 +275%
CCA
106
Column Capital Advisors
Indiana
$1K +$1.19K +26 New
PAIM
107
Punch & Associates Investment Management
Minnesota
– -$8.21M -205,396 Closed
SWM
108
Shakespeare Wealth Management
Wisconsin
– -$6.29M -157,366 Closed
Goldman Sachs
109
Goldman Sachs
New York
– -$654K -16,369 Closed
CGFA
110
Colton Groome Financial Advisors
North Carolina
– -$641K -16,055 Closed
UCFA
111
United Capital Financial Advisors
Texas
– -$358K -8,964 Closed
CCA
112
Clearwater Capital Advisors
Illinois
– -$311K -7,782 Closed
TSS
113
Two Sigma Securities
New York
– -$289K -7,238 Closed
WAM
114
Wealthspire Advisors (Maryland)
Maryland
– -$269K -6,742 Closed
WANY
115
Wealthspire Advisors (New York)
New York
– -$269K -6,742 Closed
CWM
116
Cornerstone Wealth Management
Missouri
– -$250K -6,258 Closed
FMC
117
First Merchants Corp
Indiana
– -$240K -6,012 Closed
RJFSA
118
Raymond James Financial Services Advisors
Florida
– -$238K -5,945 Closed
LFPWM
119
Leicht Financial Planning & Wealth Management
New Jersey
– -$206K -5,136 Closed
ASN
120
Advisory Services Network
Georgia
– -$122K -3,056 Closed
CDIA
121
Capital Directions Investment Advisors
Georgia
– -$48K -1,206 Closed
GWS
122
Glassman Wealth Services
Virginia
– -$33K -823 Closed
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
– -$26K -651 Closed
CS
124
Capital Square
Tennessee
– -$25K -636 Closed
CAN
125
Claraphi Advisory Network
United States
– -$23K -563 Closed