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Invesco S&P 500 Equal Weight ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
151
HBK Sorce Advisory
Pennsylvania
$410K +$26.6K +412 +7%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$403K +$80.3K +1,246 +25%
RMDI
153
R.M. Davis Inc
Maine
$401K +$74K +1,147 +23%
JWM
154
Jacobus Wealth Management
Wisconsin
$398K -$10.3K -160 -3%
PAG
155
Pinnacle Advisory Group
Maryland
$397K +$588K +9,114 New
BA
156
Birinyi Associates
Connecticut
$391K +$387K +6,000 New
V
157
Veritable
Delaware
$378K
NES
158
New England Securities
New York
$365K +$129K +2,000 +55%
WOC
159
West Oak Capital
California
$361K +$10.6K +165 +3%
BF
160
BOK Financial
Oklahoma
$353K +$13.6K +211 +4%
HFS
161
HL Financial Services
Kentucky
$343K +$339K +5,256 New
NC
162
NBW Capital
Massachusetts
$339K -$23.2K -360 -6%
CFA
163
Carroll Financial Associates
North Carolina
$332K +$19.3K +300 +6%
KCM
164
Kanawha Capital Management
Virginia
$306K +$6.45K +100 +2%
PAS
165
Partnervest Advisory Services
California
$304K +$301K +4,661 New
GHA
166
GW Henssler & Associates
Georgia
$296K -$28.1K -435 -9%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$293K +$170K +2,640 +142%
CHJWM
168
Carlton Hofferkamp & Jenks Wealth Management
Texas
$285K +$282K +4,375 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$280K
BCM
170
BTR Capital Management
California
$280K +$25.8K +400 +10%
HK
171
Horizon Kinetics
New York
$278K -$32.6K -506 -11%
CB
172
Chemical Bank
Michigan
$275K +$272K +4,214 New
GLA
173
Great Lakes Advisors
Illinois
$266K +$263K +4,081 New
SIC
174
Salem Investment Counselors
North Carolina
$261K
LW
175
Linscomb Wealth
Texas
$258K