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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
401
Baldwin Wealth Partners
Massachusetts
$53K – – –
SIM
402
Sonora Investment Management
Arizona
$52.4K – – –
M
403
MOTCO
Texas
$52K – – –
SWA
404
Sutton Wealth Advisors
Florida
$50.5K – – –
HDIM
405
Hanson & Doremus Investment Management
Vermont
$46K – – –
AF
406
Allworth Financial
California
$44K +$37K +403 +537%
SFSIG
407
San Francisco Sentry Investment Group
California
$39K +$38.5K +420 New
RFWA
408
RPg Family Wealth Advisory
Massachusetts
$38.6K +$20.6K +225 +118%
HR
409
Howe & Rusling
New York
$38K +$38.1K +415 New
AWM
410
Avior Wealth Management
Nebraska
$37K – – –
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
ACM
412
Armbruster Capital Management
New York
$32K – – –
FWM
413
Focused Wealth Management
New York
$32K – – –
AIM
414
Anchor Investment Management
South Carolina
$27.8K – – –
IP
415
Intellectus Partners
California
$24K – – –
HA
416
Harfst & Associates
Wyoming
$20K -$367 -4 -2%
MSFP
417
Mark Sheptoff Financial Planning
Connecticut
$19K -$92 -1 -0.5%
WB
418
Webster Bank
Connecticut
$19K – – –
MIM
419
Macroview Investment Management
Maryland
$16K +$3.67K +40 +31%
LWA
420
Lenox Wealth Advisors
New York
$15K +$15.1K +165 New
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$14K -$18.3K -200 -57%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$14K – – –
FAM
423
Flaharty Asset Management
Florida
$13.6K -$12.7M -138,726 -100%
GI
424
Gradient Investments
Minnesota
$13K +$92 +1 +0.7%
JCM
425
Jacobi Capital Management
Pennsylvania
$13K +$13K +142 New
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17
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