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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
626
Jacobi Capital Management
Pennsylvania
$721K +$737K +4,816 New
RWA
627
Roberts Wealth Advisors
California
$720K +$736K +4,805 New
BCP
628
Blue Chip Partners
Michigan
$719K +$21K +137 +3%
TW
629
Transform Wealth
Colorado
$718K -$52.4K -342 -7%
ANTB
630
AMG National Trust Bank
Colorado
$715K – – –
PWP
631
Principle Wealth Partners
Connecticut
$715K – – –
NFG
632
Next Financial Group
Texas
$713K +$28.8K +188 +4%
MHR
633
Matthew Hamilton Rosenberg
$691K -$60.5K -395 -8%
CFAM
634
Center For Asset Management
Florida
$683K -$3.52K -23 -0.5%
TCA
635
Transcend Capital Advisors
New Jersey
$669K +$351K +2,293 +119%
SSW
636
Smith Shellnut Wilson
Mississippi
$664K – – –
TC
637
Trilogy Capital
California
$663K -$17.5K -114 -3%
JWCA
638
J.W. Coons Advisors
Ohio
$662K +$100K +655 +17%
CPIG
639
Chicago Partners Investment Group
Illinois
$657K +$34.1K +223 +6%
PPP
640
Private Portfolio Partners
New Jersey
$656K -$113K -735 -14%
DY
641
Dowling & Yahnke
California
$647K – – –
PWA
642
Peterson Wealth Advisors
Utah
$644K -$18.1K -118 -3%
TVAMP
643
Tennessee Valley Asset Management Partners
Tennessee
$642K +$656K +4,283 New
HVP
644
Hudson Value Partners
Florida
$636K +$45.9K +300 +8%
GKWIM
645
Gerber Kawasaki Wealth & Investment Management
California
$636K +$107K +698 +20%
IA
646
Insight Advisors
Pennsylvania
$635K +$4.9K +32 +0.8%
HA
647
HYA Advisors
Missouri
$634K -$269K -1,756 -30%
CH
648
Canton Hathaway
Rhode Island
$633K +$647K +4,225 New
FNBOSM
649
First National Bank of South Miami
Florida
$632K – – –
AC
650
Applied Capital
Arkansas
$630K -$2.91K -19 -0.5%
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