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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
676
Retirement Investment Advisors
Oklahoma
$946K +$937K +6,698 New
EWM
677
Evermay Wealth Management
Virginia
$941K +$427K +3,056 +85%
LF
678
Lee Financial
Texas
$939K +$217K +1,550 +30%
SAM
679
Smithbridge Asset Management
Pennsylvania
$939K +$17.1K +122 +2%
SIC
680
Samalin Investment Counsel
New York
$938K -$19.4K -139 -2%
CSPAM
681
Cary Street Partners Asset Management
Virginia
$937K -$308K -2,204 -25%
SSC
682
Syverson Strege & Co
Iowa
$932K – – –
CAM
683
Carret Asset Management
New York
$927K +$128K +915 +16%
TFA
684
Tranquilli Financial Advisor
New Jersey
$925K +$417K +2,983 +84%
KIA
685
KCM Investment Advisors
California
$917K – – –
SIC
686
Shoker Investment Counsel
Ohio
$914K -$71K -508 -7%
MGWM
687
Marks Group Wealth Management
Minnesota
$908K +$899K +6,426 New
SC
688
Stephens Consulting
Michigan
$906K – – –
ACP
689
Aveo Capital Partners
Colorado
$895K +$284K +2,028 +47%
BIM
690
Bridges Investment Management
Nebraska
$892K – – –
CRWM
691
Castle Rock Wealth Management
California
$887K +$604K +4,321 +275%
TBC
692
Ted Buchan & Co
California
$883K +$875K +6,254 New
FWM
693
Forefront Wealth Management
Pennsylvania
$881K +$206K +1,475 +31%
UB
694
UMB Bank
Missouri
$880K +$140K +1,000 +19%
GWANC
695
Guardian Wealth Advisors (North Carolina)
North Carolina
$878K +$373K +2,669 +75%
ST
696
Smithfield Trust
Pennsylvania
$867K – – –
EWM
697
Elmwood Wealth Management
California
$864K +$25.9K +185 +3%
AGP
698
Autumn Glory Partners
Texas
$859K – – –
HWM
699
Hassell Wealth Management
Louisiana
$854K +$803K +5,744 New
BFS
700
Bard Financial Services
Connecticut
$848K – – –
26 27
28
29 30