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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1101
Forum Financial Management
Illinois
$736K +$92.8K +543 +15%
MCM
1102
Morton Capital Management
California
$734K – – –
LWM
1103
LJI Wealth Management
Indiana
$733K +$18.3K +107 +3%
MHR
1104
Matthew Hamilton Rosenberg
$733K +$443K +2,594 +174%
DLHL
1105
Donald L. Hagan LLC
Florida
$728K +$694K +4,065 New
GWAG
1106
Garrett Wealth Advisory Group
Texas
$725K +$325K +1,905 +89%
SWA
1107
Sax Wealth Advisors
New Jersey
$723K +$293K +1,714 +74%
MCM
1108
Mainstay Capital Management
Michigan
$721K +$688K +4,025 New
AAM
1109
Austin Asset Management
Texas
$717K – – –
EWM
1110
Elevatus Welath Management
New York
$714K -$489K -2,864 -42%
KWA
1111
Kingswood Wealth Advisors
California
$712K +$80.1K +469 +13%
AWM
1112
Abound Wealth Management
Tennessee
$711K +$1.37K +8 +0.2%
WA
1113
Wealth Alliance
New York
$711K +$9.05K +53 +1%
IPA
1114
Investment Planning Advisors
Georgia
$708K – – –
SWM
1115
Segment Wealth Management
Texas
$708K -$2.56K -15 -0.4%
PM
1116
Phraction Management
Connecticut
$706K – – –
WA
1117
Wambolt & Associates
Colorado
$706K -$144K -841 -18%
LFG
1118
Larson Financial Group
Missouri
$703K +$127K +746 +23%
TA
1119
TruWealth Advisors
Louisiana
$698K +$171 +1 +0%
JSL
1120
JT Stratford LLC
Georgia
$693K -$2.22K -13 -0.3%
CC
1121
Callan Capital
California
$693K – – –
DFG
1122
Delta Financial Group
New Jersey
$686K +$42.9K +251 +7%
NCFG
1123
New Century Financial Group
New Jersey
$678K +$290K +1,695 +81%
GWANC
1124
Guardian Wealth Advisors (North Carolina)
North Carolina
$678K -$66.1K -387 -9%
SFO
1125
Stokes Family Office
Louisiana
$675K -$10.6K -62 -2%
43 44
45
46 47