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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
901
Coldstream Capital Management
Washington
$286K +$278K +1,757 New
FAM
902
Flaharty Asset Management
Florida
$283K – – –
SWM
903
Silverlake Wealth Management
Vermont
$283K +$275K +1,738 New
MA
904
Mutual Advisors
Nebraska
$282K -$40.8K -258 -13%
ZF
905
Zhang Financial
Michigan
$282K – – –
PFGIA
906
Patriot Financial Group Insurance Agency
Massachusetts
$279K -$1.26K -8 -0.5%
BFC
907
Bedel Financial Consulting
Indiana
$278K +$790 +5 +0.3%
ESB
908
Essex Savings Bank
Connecticut
$277K – – –
TIM
909
Tortoise Investment Management
New York
$277K – – –
TLP
910
Trinity Legacy Partners
Texas
$277K – – –
SFP
911
Shepherd Financial Partners
Massachusetts
$276K – – –
JWM
912
JGP Wealth Management
Oregon
$276K +$9.48K +60 +4%
MBTD
913
Mechanics Bank - Trust Department
California
$275K -$9.48K -60 -3%
TL
914
Tradewinds LLC
North Carolina
$272K +$272K +1,722 New
FSA
915
Franklin Street Advisors
North Carolina
$271K -$11.7K -74 -4%
AIA
916
Avalon Investment & Advisory
Texas
$270K – – –
KCFA
917
Key Client Fiduciary Advisors
New Jersey
$270K +$262K +1,658 New
CCP
918
Corient Capital Partners
California
$268K -$178K -1,128 -41%
MCA
919
Magnolia Capital Advisors
Mississippi
$267K – – –
POIA
920
Pin Oak Investment Advisors
Texas
$265K +$948 +6 +0.4%
DWM
921
Doyle Wealth Management
Florida
$265K +$257K +1,628 New
PCM
922
Princeton Capital Management
New Jersey
$264K -$135K -855 -34%
MCM
923
Mainstay Capital Management
Michigan
$261K -$254K -1,605 -50%
FP
924
Factorial Partners
New York
$260K -$2.39M -15,100 -90%
ETI
925
Enterprise Trust & Investment
California
$260K – – –
35 36
37
38 39