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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Calamos Wealth Management
Illinois
$278K +$36.6K +206 +15%
SMA
1652
Sage Mountain Advisors
Georgia
$277K – – –
SW
1653
SkyOak Wealth
Michigan
$276K +$533 +3 +0.2%
AWM
1654
Atticus Wealth Management
Florida
$275K -$10.7K -60 -4%
MPM
1655
Meritage Portfolio Management
Kansas
$275K +$46.1K +259 +19%
AP
1656
Appleton Partners
Massachusetts
$272K – – –
TWPM
1657
Total Wealth Planning & Management
Florida
$271K -$3.56K -20 -1%
PWM
1658
Purus Wealth Management
California
$270K – – –
HA
1659
HFG Advisors
Ohio
$270K +$28.8K +162 +12%
BHWM
1660
Bar Harbor Wealth Management
New Hampshire
$269K -$26.7K -150 -9%
CFG
1661
Cooper Financial Group
California
$269K +$27K +152 +11%
GVCM
1662
Global View Capital Management
Wisconsin
$269K -$195K -1,097 -41%
4WM
1663
4J Wealth Management
Virginia
$268K – – –
AWAG
1664
ARS Wealth Advisors Group
Florida
$268K – – –
CRI
1665
Commonwealth Retirement Investments
Virginia
$267K – – –
SGI
1666
Summit Global Investments
Utah
$266K +$273K +1,534 New
AWM
1667
Austin Wealth Management
Texas
$264K -$8.89K -50 -3%
MFA
1668
Mayflower Financial Advisors
Massachusetts
$263K -$31.1K -175 -10%
MGWA
1669
Monument Group Wealth Advisors
Massachusetts
$262K +$1.25K +7 +0.5%
UAG
1670
United Advisor Group
Ohio
$262K -$45.9K -258 -15%
PMFA
1671
Plante Moran Financial Advisors
Michigan
$261K +$261K +1,469 +3,673%
MRI
1672
Mad River Investors
Massachusetts
$261K – – –
WIM
1673
Warwick Investment Management
Texas
$261K – – –
WF
1674
Welch & Forbes
Massachusetts
$261K +$31.1K +175 +13%
MAG
1675
Mayfair Advisory Group
Alabama
$260K +$12.8K +72 +5%
65 66
67
68 69