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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
926
AlphaStar Capital Management
North Carolina
$337K +$3.75M +26,808 New
CC
927
Cadinha & Co
Hawaii
$336K -$122K -871 -27%
CWM
928
Curi Wealth Management
North Carolina
$336K -$31.7K -227 -9%
NFG
929
Norris Financial Group
South Carolina
$335K +$332K +2,375 New
HP
930
HT Partners
Connecticut
$332K – – –
CA
931
Carson Advisory
Georgia
$325K +$979 +7 +0.3%
E
932
ETFidea
New York
$325K -$15.9K -114 -5%
SWM
933
Stockman Wealth Management
Montana
$324K -$89.9K -643 -22%
AWM
934
Accurate Wealth Management
Florida
$322K +$307K +2,198 New
OWA
935
Octavia Wealth Advisors
Ohio
$321K – – –
SFG
936
Sovereign Financial Group
Connecticut
$319K +$316K +2,258 New
GWM
937
Greenwich Wealth Management
Connecticut
$316K – – –
TFCP
938
Twin Focus Capital Partners
Massachusetts
$315K – – –
ESB
939
Essex Savings Bank
Connecticut
$312K +$71.3K +510 +30%
BSW
940
Buckingham Strategic Wealth
Missouri
$310K +$20K +143 +7%
PNAA
941
Pictet North America Advisors
Switzerland
$309K +$306K +2,191 New
LWM
942
Lodestone Wealth Management
Washington
$309K +$306K +2,190 New
TCM
943
Telos Capital Management
California
$309K -$14K -100 -4%
GT
944
Glenview Trust
Kentucky
$308K – – –
MLA
945
My Legacy Advisors
Oregon
$308K -$244K -1,748 -46%
AUB
946
Atlantic Union Bankshares
Virginia
$308K -$33.7K -241 -10%
PM
947
Penbrook Management
New York
$307K -$90.9K -650 -23%
PCH
948
PGIM Custom Harvest
New Jersey
$304K +$301K +2,153 New
RWA
949
Ropes Wealth Advisors
Massachusetts
$304K – – –
IAS
950
Insigneo Advisory Services
Florida
$303K +$300K +2,144 New
36 37
38
39 40