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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1026
BOK Financial Private Wealth
Colorado
$2.3M -$193K -944 -8%
CLP
1027
Charis Legacy Partners
Texas
$2.29M +$10K +49 +0.5%
RDWM
1028
Red Door Wealth Management
Tennessee
$2.29M +$319K +1,560 +17%
NCM
1029
Novare Capital Management
North Carolina
$2.29M +$64.3K +314 +3%
TC
1030
TFR Capital
Texas
$2.28M +$12.5K +61 +0.6%
CP
1031
Creekside Partners
California
$2.27M +$3.07K +15 +0.1%
GKWIM
1032
Gerber Kawasaki Wealth & Investment Management
California
$2.27M -$333K -1,627 -13%
BL
1033
Balentine LLC
Georgia
$2.25M +$311K +1,521 +17%
MFWP
1034
Mosaic Family Wealth Partners
Missouri
$2.24M +$746K +3,643 +53%
WPC
1035
Wedmont Private Capital
Pennsylvania
$2.23M +$119K +580 +6%
DIM
1036
Delta Investment Management
California
$2.23M -$298K -1,456 -12%
DSCM
1037
Del-Sette Capital Management
New York
$2.22M +$1.35M +6,581 +171%
RWA
1038
Rooted Wealth Advisors
Illinois
$2.21M +$247K +1,209 +13%
NP
1039
NorthRock Partners
Minnesota
$2.2M -$3.78M -18,456 -64%
TCBWMS
1040
Texas Capital Bank Wealth Management Services
Texas
$2.19M – – –
CFA
1041
Cahill Financial Advisors
Minnesota
$2.19M -$10.8K -53 -0.5%
IWA
1042
Independent Wealth Advisors
North Carolina
$2.18M +$389K +1,900 +23%
AWE
1043
Avidian Wealth Enterprises
Texas
$2.18M +$241K +1,176 +13%
PRP
1044
Peak Retirement Planning
Ohio
$2.15M +$428K +2,093 +26%
JSSH
1045
J. Safra Sarasin Holding
$2.15M +$339K +1,655 +18%
AUB
1046
Atlantic Union Bankshares
Virginia
$2.14M -$54.6K -267 -3%
AFS
1047
AFG Fiduciary Services
Massachusetts
$2.14M -$22.9K -112 -1%
MA
1048
MJP Associates
Connecticut
$2.14M -$49.5K -242 -2%
GIA
1049
Guyasuta Investment Advisors
Pennsylvania
$2.14M -$24.4K -119 -1%
WC
1050
Weil Company
California
$2.14M -$498K -2,433 -20%
40 41
42
43 44