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Invesco S&P 500 Equal Weight ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
926
Bluesphere Advisors
Pennsylvania
$287K – – –
DWM
927
Doyle Wealth Management
Florida
$287K +$30.4K +195 +12%
GWSG
928
GPS Wealth Strategies Group
Colorado
$286K -$400K -2,567 -59%
SCA
929
Sage Capital Advisors
South Dakota
$285K – – –
MWA
930
Meridian Wealth Advisors
Texas
$283K – – –
ZF
931
Zhang Financial
Michigan
$283K +$9.82K +63 +4%
HA
932
HC Advisors
Georgia
$282K +$60.3K +387 +28%
GT
933
Glenview Trust
Kentucky
$281K – – –
EW
934
Emerson Wealth
Michigan
$280K – – –
VWA
935
Visionary Wealth Advisors
Illinois
$280K +$277K +1,774 New
CCM
936
Coldstream Capital Management
Washington
$277K – – –
FAM
937
Flaharty Asset Management
Florida
$274K – – –
WIC
938
Woodmont Investment Counsel
Tennessee
$274K +$45.1K +289 +20%
AFAS
939
Acorn Financial Advisory Services
Virginia
$272K -$13.4K -86 -5%
SWM
940
SFG Wealth Management
Maryland
$271K -$136K -875 -34%
AWA
941
Archvest Wealth Advisors
California
$271K -$31.7K -203 -11%
CWM
942
Curi Wealth Management
North Carolina
$270K +$133K +852 +99%
Fisher Asset Management
943
Fisher Asset Management
Washington
$269K -$170K -1,089 -39%
PFGIA
944
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$156 -1 -0.1%
TLP
945
Trinity Legacy Partners
Texas
$269K – – –
SS
946
Simplicity Solutions
Minnesota
$268K -$265K -1,700 -50%
KFP
947
KMG Fiduciary Partners
Ohio
$268K -$27.8K -178 -9%
DWM
948
Destination Wealth Management
California
$268K -$23.4K -150 -8%
BFC
949
Bedel Financial Consulting
Indiana
$268K -$1.4K -9 -0.5%
ESB
950
Essex Savings Bank
Connecticut
$268K – – –