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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1626
Bogart Wealth LLC
Virginia
$412K +$20.3K +107 +5%
CWGL
1627
Cedrus Wealth Group LLC
Minnesota
$411K +$407K +2,146 New
ABLA
1628
Alan B. Lancz & Associates
Ohio
$410K – – –
SW
1629
Schulz Wealth
Texas
$410K – – –
SHIM
1630
Stone House Investment Management
Pennsylvania
$409K +$1.33K +7 +0.3%
OFO
1631
OneAscent Family Office
Alabama
$407K – – –
EFG
1632
Elm3 Financial Group
Georgia
$406K +$66.1K +348 +20%
CWP
1633
Cyndeo Wealth Partners
Florida
$406K +$2.85K +15 +0.7%
XWL
1634
XXI Wealth LLC
Illinois
$404K +$401K +2,111 New
NFG
1635
Norris Financial Group
South Carolina
$404K -$10.1K -53 -2%
CAAS
1636
Capital Asset Advisory Services
Michigan
$403K +$190 +1 +0%
TW
1637
TritonPoint Wealth
Maryland
$403K +$399K +2,102 New
RAG
1638
RIA Advisory Group
Iowa
$402K -$132K -698 -25%
SOWAS
1639
Silver Oak Wealth Advisors Services
California
$401K – – –
SFS
1640
Symphony Financial Services
Ohio
$401K +$146K +770 +58%
BONH
1641
Bank of New Hampshire
New Hampshire
$399K -$2.85K -15 -0.7%
BHWM
1642
Bar Harbor Wealth Management
New Hampshire
$399K -$3.04K -16 -0.8%
AW
1643
Alteri Wealth
California
$396K -$51.4K -271 -12%
AC
1644
Addison Capital
Pennsylvania
$395K +$391K +2,062 New
RZH
1645
Relyea Zuckerberg Hanson
Connecticut
$394K -$203K -1,072 -34%
BWP
1646
Balboa Wealth Partners
Arizona
$393K +$162K +852 +71%
CPWL
1647
Coquina Private Wealth LLC
Florida
$393K +$390K +2,052 New
NF
1648
Nikulski Financial
Iowa
$391K -$226K -1,190 -37%
VV
1649
Verity & Verity
South Carolina
$387K +$383K +2,020 New
CC
1650
Cypress Capital
Tennessee
$386K +$20.1K +106 +6%
64 65
66
67 68