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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
826
Montag & Caldwell
Georgia
$509K – – –
SFG
827
StrategIQ Financial Group
Indiana
$506K – – –
HWM
828
Horizons Wealth Management
North Carolina
$504K – – –
LWM
829
Laidlaw Wealth Management
New York
$503K +$42.2K +302 +9%
FZCM
830
Flynn Zito Capital Management
New York
$501K +$123K +881 +33%
GC
831
Grimes & Company
Massachusetts
$501K +$496K +3,545 New
LSPW
832
Lake Street Private Wealth
Illinois
$500K – – –
MFGP
833
Marshall Financial Group (Pennsylvania)
Pennsylvania
$497K +$2.1K +15 +0.4%
HAM
834
Hedges Asset Management
Nevada
$494K – – –
KCFA
835
Key Client Fiduciary Advisors
New Jersey
$491K +$20.6K +147 +4%
SC
836
Sepio Capital
Utah
$489K +$280 +2 +0.1%
KSWA
837
Kathleen S. Wright Associates
Pennsylvania
$488K -$314K -2,248 -39%
WOC
838
West Oak Capital
California
$488K -$28K -200 -5%
CSIC
839
Clifford Swan Investment Counsel
California
$488K +$559 +4 +0.1%
MWA
840
Martel Wealth Advisors
Washington
$486K -$1.08M -7,697 -69%
GIA
841
Guyasuta Investment Advisors
Pennsylvania
$486K -$53.3K -381 -10%
BSA
842
Braun Stacey Associates
New York
$485K – – –
KIA
843
Kraematon Investment Advisors
Massachusetts
$483K +$42.9K +307 +10%
DI
844
Disciplined Investments
Oklahoma
$480K -$20.8K -149 -4%
MFG
845
Monte Financial Group
Connecticut
$480K +$2.1K +15 +0.4%
AFO
846
Allie Family Office
Florida
$477K – – –
SOS
847
Silver Oak Securities
Tennessee
$477K -$365K -2,609 -44%
SW
848
SteelPeak Wealth
California
$473K – – –
MHS
849
M Holdings Securities
Oregon
$472K +$468K +3,344 New
BIA
850
Bigelow Investment Advisors
Maine
$470K +$465K +3,324 New
32 33
34
35 36