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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1001
Covenant Asset Management
New Jersey
$777K +$209K +1,300 +40%
CWI
1002
Conscious Wealth Investments
Florida
$777K -$816K -5,084 -51%
CFS
1003
Coordinated Financial Services
Colorado
$777K +$736K +4,585 New
SHFP
1004
Second Half Financial Partners
Florida
$769K +$482 +3 +0.1%
KWA
1005
Kingswood Wealth Advisors
California
$768K +$375K +2,338 +106%
BAM
1006
Berkshire Asset Management
Pennsylvania
$766K +$27.3K +170 +4%
BPC
1007
Banque Pictet & Cie
Switzerland
$764K -$89.9K -560 -11%
WCAMG
1008
Woodard & Company Asset Management Group
North Carolina
$755K +$113K +703 +19%
CA
1009
CSM Advisors
Pennsylvania
$754K +$715K +4,450 New
MWM
1010
MorganRosel Wealth Management
Colorado
$753K +$321 +2 +0%
EC
1011
Estate Counselors
Wisconsin
$748K -$4.28M -26,632 -86%
OPA
1012
Old Port Advisors
Maine
$748K -$29.9K -186 -4%
BL
1013
BFSG LLC
California
$747K -$29.9K -186 -4%
WA
1014
Wealth Architects
California
$742K – – –
CFP
1015
Cascade Financial Partners
California
$741K +$735K +4,576 New
XF
1016
XML Financial
Maryland
$738K +$5.62K +35 +0.8%
TVAMP
1017
Tennessee Valley Asset Management Partners
Tennessee
$734K -$786K -4,892 -53%
RPC
1018
Rossmore Private Capital
Connecticut
$733K +$271K +1,685 +117%
IFWM
1019
Institute for Wealth Management
Colorado
$732K -$41.1K -256 -6%
NSIM
1020
North Star Investment Management
Illinois
$732K +$44.2K +275 +7%
CAMG
1021
CWA Asset Management Group
Florida
$730K +$7.71K +48 +1%
KCFA
1022
Key Client Fiduciary Advisors
New Jersey
$726K +$15.3K +95 +2%
OWA
1023
Opal Wealth Advisors
New York
$726K -$78.5K -489 -10%
AAS
1024
Annex Advisory Services
Wisconsin
$726K – – –
AL
1025
ACAS LLC
California
$723K -$20.7K -129 -3%
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