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Invesco S&P 500 Pure Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$848K +$56.7K +678 +7%
WIM
127
WealthPlan Investment Management
Nebraska
$848K +$868K +10,389 New
GTAM
128
Global Trust Asset Management
Florida
$825K +$805K +9,631 New
CPC
129
Cookson Peirce & Co
Pennsylvania
$823K +$170K +2,033 +27%
WFA
130
Wipfli Financial Advisors
Wisconsin
$806K +$787K +9,415 New
FHA
131
Flagship Harbor Advisors
Massachusetts
$783K -$150K -1,789 -16%
Nomura Asset Management
132
Nomura Asset Management
Japan
$780K
SB
133
Strategic Blueprint
Georgia
$770K +$369K +4,413 +97%
IWN
134
Independent Wealth Network
Iowa
$740K -$43.5K -520 -6%
AA
135
Alesco Advisors
New York
$699K +$102K +1,226 +18%
BRWM
136
B. Riley Wealth Management
Tennessee
$670K +$654K +7,824 New
TI
137
Tidal Investments
Wisconsin
$667K +$651K +7,787 New
PWM
138
PBMares Wealth Management
Virginia
$651K +$166K +1,982 +35%
MML Investors Services
139
MML Investors Services
Massachusetts
$650K -$58.3K -697 -8%
WAS
140
WESPAC Advisors SoCal
California
$577K
Northern Trust
141
Northern Trust
Illinois
$570K +$26.7K +319 +5%
JP Morgan Chase
142
JP Morgan Chase
New York
$557K -$39.3K -470 -7%
SPIA
143
Steward Partners Investment Advisory
New York
$534K +$112K +1,342 +27%
JMPWA
144
JP Morgan Private Wealth Advisors
California
$530K +$585 +7 +0.1%
CWA
145
Capital Wealth Alliance
Arizona
$517K +$505K +6,045 New
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$516K -$33.4K -400 -6%
FFS
147
Founders Financial Securities
Maryland
$510K +$497K +5,949 New
AIP
148
Almanack Investment Partners
Pennsylvania
$506K
FWM
149
Fingerlakes Wealth Management
New York
$505K +$1.17K +14 +0.2%
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$503K +$491K +5,874 New