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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
926
Kellett Wealth Advisors
Ohio
$260K +$252K +1,598 New
ACM
927
Advisors Capital Management
New Jersey
$260K +$253K +1,600 New
CWG
928
Crown Wealth Group
North Carolina
$259K +$251K +1,590 New
TCBWMS
929
Texas Capital Bank Wealth Management Services
Texas
$258K +$251K +1,586 New
SIA
930
Soltis Investment Advisors
Utah
$256K +$248K +1,572 New
OCM
931
Orser Capital Management
Texas
$255K – – –
CWM
932
Cahaba Wealth Management
Georgia
$255K +$316 +2 +0.1%
RIL
933
Rothschild Investment LLC
Illinois
$254K +$18.5K +117 +8%
MFW
934
Meristem Family Wealth
Minnesota
$253K – – –
FA
935
Fortis Advisors
Pennsylvania
$252K +$122K +769 +99%
RCAG
936
Rehmann Capital Advisory Group
Michigan
$252K – – –
BCM
937
Barometer Capital Management
Ontario, Canada
$251K +$11.8K +75 +5%
MC
938
Montag & Caldwell
Georgia
$248K +$241K +1,526 New
FFA
939
Founders Financial Alliance
North Carolina
$247K – – –
SDWMA
940
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K – – –
OFG
941
Oxford Financial Group
Indiana
$247K +$240K +1,519 New
GCM
942
Glaxis Capital Management
Florida
$247K +$240K +1,520 New
NCM
943
Nelson Capital Management
California
$246K – – –
WIM
944
Warwick Investment Management
Texas
$245K +$238K +1,507 New
WA
945
WealthTrust Axiom
Pennsylvania
$244K – – –
TFA
946
Triad Financial Advisors
North Carolina
$244K +$237K +1,500 New
AIM
947
Acropolis Investment Management
Missouri
$243K – – –
ECM
948
Evergreen Capital Management
Washington
$242K -$21.3K -135 -8%
APC
949
Aspire Private Capital
North Carolina
$242K -$6.79K -43 -3%
FC
950
Ferris Capital
Massachusetts
$241K – – –
36 37
38
39 40