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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1001
Avantax Planning Partners
Iowa
$204K +$198K +1,256 New
TPA
1002
Trivium Point Advisory
Connecticut
$202K +$196K +1,243 New
AL
1003
Aspiriant LLC
California
$201K +$195K +1,237 New
SHGA
1004
Sand Hill Global Advisors
California
$200K +$195K +1,231 New
VCM
1005
Vigilant Capital Management
Maine
$195K – – –
CWS
1006
Confluence Wealth Services
Pennsylvania
$195K +$190K +1,200 New
SFA
1007
Semmax Financial Advisors
North Carolina
$193K – – –
FFWM
1008
Future Financial Wealth Management
Ohio
$192K +$186K +1,180 New
CMBA
1009
C.M. Bidwell & Associates
Hawaii
$187K – – –
MIM
1010
Macroview Investment Management
Maryland
$180K -$27.3K -173 -14%
HCM
1011
Highlander Capital Management
New Jersey
$177K – – –
KPCM
1012
Kings Point Capital Management
New York
$177K +$141K +893 +463%
SWM
1013
Scissortail Wealth Management
Oklahoma
$176K +$171K +1,080 New
AA
1014
Addison Advisors
Vermont
$168K +$4.9K +31 +3%
JC
1015
JBF Capital
Colorado
$163K – – –
OIA
1016
Optimum Investment Advisors
Illinois
$155K +$158 +1 +0.1%
DWA
1017
Dougherty Wealth Advisers
Minnesota
$150K +$3.32K +21 +2%
EL
1018
EMFO LLC
Florida
$150K +$29.1K +184 +25%
SF
1019
SBK Financial
Virginia
$146K +$142K +900 New
TSWM
1020
Tyler-Stone Wealth Management
Ohio
$143K +$139K +879 New
CWM
1021
Curi Wealth Management
North Carolina
$140K +$137K +864 New
GFPC
1022
Global Financial Private Client
Florida
$139K – – –
OC
1023
Oakworth Capital
Alabama
$137K – – –
HR
1024
Hayden Royal
North Carolina
$134K +$130K +822 New
WTA
1025
Washington Trust Advisors
Massachusetts
$133K +$129K +816 New
39 40
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