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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Calton & Associates
Florida
$540K -$1.48M -9,380 -74%
TW
777
TrinityPoint Wealth
Connecticut
$539K -$70.9K -449 -12%
SCM
778
Schnieders Capital Management
California
$533K – – –
GSWM
779
Golden State Wealth Management
California
$530K +$144K +909 +39%
5L
780
55I LLC
Massachusetts
$511K +$496K +3,140 New
KBFS
781
Kohmann Bosshard Financial Services
Ohio
$510K – – –
TC
782
TownSquare Capital
Utah
$508K -$21.6K -137 -4%
SB
783
Simmons Bank
Arkansas
$506K +$209K +1,320 +74%
WDG
784
Wealth Dimensions Group
Ohio
$502K -$2.69K -17 -0.5%
CC
785
Commons Capital
Massachusetts
$500K +$485K +3,070 New
COCM
786
Charter Oak Capital Management
New Hampshire
$495K +$480K +3,040 New
FNBOO
787
First National Bank of Omaha
Nebraska
$494K – – –
BFA
788
Brendel Financial Advisors
New Hampshire
$490K – – –
FCMT
789
Founders Capital Management (Texas)
Texas
$490K +$316 +2 +0.1%
MFG
790
Monte Financial Group
Connecticut
$489K +$475K +3,006 New
EHPM
791
Emery Howard Portfolio Management
California
$488K – – –
MIM
792
Merrion Investment Management
New Jersey
$488K – – –
KCA
793
Karn Couzens & Associates
Connecticut
$486K +$43.9K +278 +10%
E
794
ETFidea
New York
$482K +$468K +2,962 New
W
795
WorthPointe
California
$482K +$506K +3,201 New
OWA
796
Octavia Wealth Advisors
Ohio
$477K +$19.1K +121 +4%
CCMD
797
Cypress Capital Management (Delaware)
Delaware
$476K – – –
CSPIA
798
Cary Street Partners Investment Advisory
Virginia
$476K +$12.6K +80 +3%
MFG
799
Mission Financial Group
Nevada
$475K +$392K +2,479 New
ONB
800
Old National Bancorp
Indiana
$473K -$660K -4,179 -59%
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32
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