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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
401
Klingman & Associates
New York
$585K -$386K -4,000 -41%
WWM
402
Western Wealth Management
Colorado
$577K -$9.64K -100 -2%
FCI
403
Financial Counselors Inc
Kansas
$560K +$530K +5,500 New
PM
404
Penbrook Management
New York
$559K – – –
TAM
405
Townsend Asset Management
North Carolina
$555K +$14.5K +150 +3%
WCAMG
406
Woodard & Company Asset Management Group
North Carolina
$550K +$9.06K +94 +2%
MFW
407
Mosaic Family Wealth
Missouri
$548K -$32K -332 -6%
UB
408
UMB Bank
Missouri
$548K -$8.68K -90 -2%
PG
409
Prostatis Group
Maryland
$547K +$519K +5,377 New
GAM
410
Garrison Asset Management
Arkansas
$547K +$284K +2,941 +121%
BAM
411
Belpointe Asset Management
Nevada
$545K -$259K -2,686 -33%
MBTD
412
Mechanics Bank - Trust Department
California
$539K -$248K -2,575 -33%
BIM
413
Bridges Investment Management
Nebraska
$539K – – –
ACM
414
Ategra Capital Management
Virginia
$538K – – –
TW
415
TrinityPoint Wealth
Connecticut
$535K -$110K -1,139 -18%
FPB
416
First PREMIER Bank
South Dakota
$535K – – –
CMP
417
Courage Miller Partners
Virginia
$532K +$504K +5,230 New
GC
418
Gratus Capital
Georgia
$525K – – –
PVH
419
Psagot Value Holdings
Israel
$520K – – –
PWP
420
Principle Wealth Partners
Connecticut
$509K – – –
SLWS
421
Swaine & Leidel Wealth Services
Florida
$509K – – –
W
422
WealthStone
Ohio
$509K +$482K +5,000 New
HH
423
Hilltop Holdings
Texas
$502K +$57.5K +596 +14%
SSB
424
Sandy Spring Bank
Maryland
$501K -$42.9K -445 -8%
FNBT
425
FineMark National Bank & Trust
Florida
$500K -$4.82K -50 -1%
15 16
17
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