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Invesco S&P 500 Equal Weight ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
526
First National Bank Sioux Falls
South Dakota
$357K
SC
527
Sepio Capital
Utah
$353K
KOMWMG
528
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$350K +$336K +3,027 New
ACA
529
Aptus Capital Advisors
Alabama
$348K -$78.2K -704 -19%
GIM
530
Goelzer Investment Management
Indiana
$347K
Fiera Capital (Canada)
531
Fiera Capital (Canada)
Quebec, Canada
$346K
IAN
532
Integrated Advisors Network
Texas
$346K +$332K +2,990 New
NFC
533
Northeast Financial Consultants
Connecticut
$343K
HIM
534
HawsGoodwin Investment Management
Tennessee
$340K +$327K +2,942 New
IP
535
Investment Partners
Ohio
$335K +$39.4K +355 +14%
SCA
536
Sage Capital Advisors
South Dakota
$333K +$333 +3 +0.1%
DI
537
Disciplined Investments
Oklahoma
$333K +$320K +2,878 New
SG
538
StoneX Group
New York
$331K -$340K -3,063 -52%
BOS
539
Bingham Osborn & Scarborough
California
$331K +$318K +2,862 New
KFI
540
Key Financial Inc
Pennsylvania
$330K +$317K +2,854 New
SWM
541
Segment Wealth Management
Texas
$329K
WSC
542
Wellington Shields & Co
New York
$329K +$315K +2,839 New
WU
543
Wealthsimple US
New York
$329K +$316K +2,845 New
LFA
544
Legend Financial Advisors
Pennsylvania
$327K -$8.66K -78 -3%
LWM
545
Lyell Wealth Management
California
$326K +$313K +2,815 New
WP
546
WMS Partners
Maryland
$326K +$313K +2,820 New
RA
547
RFG Advisory
Alabama
$323K -$79.5K -716 -20%
SFP
548
Shepherd Financial Partners
Massachusetts
$322K -$1.67K -15 -0.5%
FFA
549
Fragasso Financial Advisors
Pennsylvania
$319K +$111 +1 +0%
ADL
550
Asset Dedication LLC
California
$318K +$5.55K +50 +2%