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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
926
Advisors Capital Management
New Jersey
$260K +$253K +1,600 New
CWG
927
Crown Wealth Group
North Carolina
$259K +$251K +1,590 New
TCBWMS
928
Texas Capital Bank Wealth Management Services
Texas
$258K +$251K +1,586 New
SIA
929
Soltis Investment Advisors
Utah
$256K +$248K +1,572 New
OCM
930
Orser Capital Management
Texas
$255K – – –
CWM
931
Cahaba Wealth Management
Georgia
$255K +$316 +2 +0.1%
RIL
932
Rothschild Investment LLC
Illinois
$254K +$18.5K +117 +8%
MFW
933
Meristem Family Wealth
Minnesota
$253K – – –
FA
934
Fortis Advisors
Pennsylvania
$252K +$122K +769 +99%
RCAG
935
Rehmann Capital Advisory Group
Michigan
$252K – – –
BCM
936
Barometer Capital Management
Ontario, Canada
$251K +$11.8K +75 +5%
MC
937
Montag & Caldwell
Georgia
$248K +$241K +1,526 New
FFA
938
Founders Financial Alliance
North Carolina
$247K – – –
SDWMA
939
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K – – –
OFG
940
Oxford Financial Group
Indiana
$247K +$240K +1,519 New
GCM
941
Glaxis Capital Management
Florida
$247K +$240K +1,520 New
NCM
942
Nelson Capital Management
California
$246K – – –
WIM
943
Warwick Investment Management
Texas
$245K +$238K +1,507 New
WA
944
WealthTrust Axiom
Pennsylvania
$244K – – –
TFA
945
Triad Financial Advisors
North Carolina
$244K +$237K +1,500 New
AIM
946
Acropolis Investment Management
Missouri
$243K – – –
ECM
947
Evergreen Capital Management
Washington
$242K -$21.3K -135 -8%
APC
948
Aspire Private Capital
North Carolina
$242K -$6.79K -43 -3%
FC
949
Ferris Capital
Massachusetts
$241K – – –
IIC
950
Integrated Investment Consultants
Michigan
$241K +$17.9K +113 +6%
36 37
38
39 40