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Invesco S&P 500 Equal Weight ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1401
Northwest Wealth Management
Iowa
$546K -$88.6K -498 -14%
OWA
1402
Opal Wealth Advisors
New York
$545K -$8.89K -50 -2%
SFP
1403
Sterling Financial Planning
New Jersey
$542K -$6.93K -39 -1%
LF
1404
Lee Financial
Texas
$540K -$29.9K -168 -5%
CGA
1405
Compound Global Advisors
Washington
$539K – – –
WPC
1406
Wedmont Private Capital
Pennsylvania
$539K +$103K +581 +21%
SIA
1407
Strategic Investment Advisors
Michigan
$539K -$8.54K -48 -2%
MC
1408
Mathes Company
New York
$537K +$53.3K +300 +11%
LCGC
1409
Legacy Capital Group California
California
$537K +$551K +3,098 New
VWM
1410
Venturi Wealth Management
Texas
$536K -$541K -3,044 -50%
MSWM
1411
McGlone Suttner Wealth Management
Wisconsin
$536K +$889 +5 +0.2%
SI
1412
Saxon Interests
Texas
$535K +$233K +1,310 +74%
SAM
1413
Selway Asset Management
$535K -$124K -700 -18%
Betterment LLC
1414
Betterment LLC
New York
$534K -$120K -674 -18%
AUB
1415
Atlantic Union Bankshares
Virginia
$534K +$39.7K +223 +8%
WWC
1416
Waypoint Wealth Counsel
Georgia
$532K +$178 +1 +0%
LWCFA
1417
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$532K – – –
SHFA
1418
Sherrill & Hutchins Financial Advisory
Georgia
$531K +$2.49K +14 +0.5%
PWM
1419
Paulson Wealth Management
Illinois
$531K -$3.2K -18 -0.6%
TVM
1420
True Vision MN
Minnesota
$530K +$3.56K +20 +0.7%
PWA
1421
Prairie Wealth Advisors
Nebraska
$530K +$544K +3,059 New
PRP
1422
Peak Retirement Planning
Ohio
$529K -$124K -696 -19%
PFBT
1423
Parkside Financial Bank & Trust
Missouri
$529K – – –
WIM
1424
Westside Investment Management
California
$528K +$313K +1,761 +137%
BCM
1425
Bienville Capital Management
New York
$526K +$148K +831 +38%