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Invesco S&P 500 Equal Weight ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$128K +$125K +1,755 New
TIM
227
Tortoise Investment Management
New York
$124K +$121K +1,700 New
FNBT
228
FineMark National Bank & Trust
Florida
$109K
Brown Advisory
229
Brown Advisory
Maryland
$109K +$47.1K +660 +79%
PSI
230
Pinnacle Summer Investments
Virginia
$106K
BPBT
231
Boston Private Bank & Trust
Massachusetts
$97K
FCCM
232
First City Capital Management
Georgia
$93.1K +$90.9K +1,275 New
MAS
233
Madden Advisory Services
Florida
$87K +$16.4K +230 +24%
MWP
234
MYCIO Wealth Partners
Pennsylvania
$73K +$71.3K +1,000 New
RFA
235
Reilly Financial Advisors
California
$73K +$71.3K +1,000 New
MCM
236
Manchester Capital Management
Vermont
$69K
DADC
237
D.A. Davidson & Co
Montana
$60K
BC
238
Bartlett & Co
Ohio
$58K
CLOS
239
Compagnie Lombard Odier SCmA
Switzerland
$58K
ECM
240
Exchange Capital Management
Michigan
$41K +$40.5K +568 New
TF
241
Trutina Financial
Washington
$35K +$34.5K +483 New
WEC
242
Winslow Evans & Crocker
Massachusetts
$33.6K
AUB
243
Atlantic Union Bankshares
Virginia
$33K +$35.7K +500 New
SF
244
Synovus Financial
Georgia
$29K +$28K +393 New
AWM
245
Avior Wealth Management
Nebraska
$29K +$28.1K +394 New
LWA
246
Lenox Wealth Advisors
New York
$22K +$21.4K +300 New
GI
247
Gradient Investments
Minnesota
$21K +$20.4K +286 New
QAM
248
QCI Asset Management
New York
$20K -$7.13K -100 -27%
RIA
249
Regal Investment Advisors
Michigan
$18K
SFSIG
250
San Francisco Sentry Investment Group
California
$8K