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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
LRWM
1326
Lord & Richards Wealth Management
Colorado
$606K +$625K +3,459 New
HIP
1327
HUB Investment Partners
Texas
$606K +$408K +2,255 +188%
MWM
1328
MinichMacGregor Wealth Management
New York
$606K +$86.4K +478 +16%
AWM
1329
Ameliora Wealth Management
Switzerland
$603K -$23.5K -130 -4%
RZH
1330
Relyea Zuckerberg Hanson
Connecticut
$601K – – –
CAM
1331
Close Asset Management
United Kingdom
$600K – – –
KBFS
1332
Kohmann Bosshard Financial Services
Ohio
$599K – – –
QCM
1333
QRG Capital Management
Illinois
$595K +$28.9K +160 +5%
WCM
1334
Weaver Capital Management
Georgia
$595K -$38.9K -215 -6%
DBRC
1335
D.B. Root & Company
Pennsylvania
$593K +$222K +1,227 +57%
CF
1336
Collier Financial
Colorado
$591K +$610K +3,373 New
MG
1337
Marex Group
$589K +$242K +1,339 +66%
LOPW
1338
Live Oak Private Wealth
North Carolina
$589K -$12.7K -70 -2%
LWCFA
1339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$588K – – –
CWMGO
1340
Capstone Wealth Management Group (Oregon)
Oregon
$583K +$601K +3,326 New
HAS
1341
HBW Advisory Services
California
$582K +$35.3K +195 +6%
NWMG
1342
Nicholson Wealth Management Group
South Carolina
$581K -$17.9K -99 -3%
BSA
1343
Braun Stacey Associates
New York
$579K -$17.2K -95 -3%
WCG
1344
Weaver Consulting Group
California
$579K -$16.5K -91 -3%
NP
1345
NorthRock Partners
Minnesota
$579K -$49.9K -276 -8%
RPCONE
1346
Retirement Planning Company of New England
Rhode Island
$577K +$79.4K +439 +15%
GWANC
1347
Guardian Wealth Advisors (North Carolina)
North Carolina
$576K -$89.1K -493 -13%
LF
1348
Lee Financial
Texas
$576K +$6.15K +34 +1%
IIM
1349
InTrack Investment Management
Vermont
$574K +$117K +649 +25%
AGP
1350
Aspire Growth Partners
Florida
$573K +$592K +3,272 New
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