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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1001
Tortoise Investment Management
New York
$240K – – –
SS
1002
Simplicity Solutions
Minnesota
$240K -$723K -5,169 -75%
KFP
1003
KMG Fiduciary Partners
Ohio
$238K – – –
KCM
1004
Kanawha Capital Management
Virginia
$238K -$51.5K -368 -18%
FFA
1005
Founders Financial Alliance
North Carolina
$236K +$34.4K +246 +17%
SAS
1006
SMI Advisory Services
Indiana
$235K +$259K +1,850 New
WA
1007
WealthTrust Axiom
Pennsylvania
$235K +$233K +1,664 New
POIA
1008
Pin Oak Investment Advisors
Texas
$235K +$1.12K +8 +0.5%
CB
1009
Commerce Bank
Missouri
$234K – – –
CAWM
1010
Capital Advisors Wealth Management
Washington
$231K +$229K +1,638 New
AWA
1011
Archvest Wealth Advisors
California
$231K -$11.6K -83 -5%
ACG
1012
Allen Capital Group
Nebraska
$231K +$229K +1,637 New
CC
1013
Callan Capital
California
$230K +$228K +1,630 New
SWM
1014
Silverlake Wealth Management
Vermont
$230K – – –
OCM
1015
Objective Capital Management
Ohio
$230K – – –
FMWA
1016
Forvis Mazars Wealth Advisors
Missouri
$230K +$227K +1,625 New
YIH
1017
Y-Intercept (HK)
Hong Kong
$229K -$1.09M -7,795 -83%
MIFH
1018
Migdal Insurance & Financial Holdings
Israel
$228K +$225K +1,610 New
CFD
1019
Creative Financial Designs
Indiana
$228K +$96.6K +691 +75%
TA
1020
TKG Advisors
Indiana
$228K -$2.52K -18 -1%
MCM
1021
Mainstay Capital Management
Michigan
$227K – – –
TCBWMS
1022
Texas Capital Bank Wealth Management Services
Texas
$225K +$223K +1,596 New
TDC
1023
Thompson Davis & Co
Virginia
$222K +$220K +1,572 New
AF
1024
Advisornet Financial
Minnesota
$220K +$53.8K +385 +33%
ARC
1025
Advisor Resource Council
Texas
$219K -$149K -1,064 -41%
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