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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1726
Rockport Wealth
Ohio
$466K – – –
CWP
1727
Cyndeo Wealth Partners
Florida
$466K – – –
AWM
1728
Atticus Wealth Management
Florida
$464K -$1.28M -6,275 -74%
CSA
1729
Cottage Street Advisors
Massachusetts
$464K +$36.4K +178 +9%
AWC
1730
Adamsbrown Wealth Consultants
Kansas
$463K +$214K +1,046 +92%
BP
1731
Ballentine Partners
Massachusetts
$463K -$44.4K -217 -9%
MIM
1732
Merrion Investment Management
New Jersey
$463K -$51.2K -250 -10%
ITIM
1733
Indiana Trust & Investment Management
Indiana
$462K – – –
CFO
1734
Capitol Family Office
Oregon
$461K -$347K -1,696 -44%
OFO
1735
OneAscent Family Office
Alabama
$456K – – –
WP
1736
Westmount Partners
California
$456K +$439K +2,143 New
VA
1737
Valor Advisors
Florida
$454K -$303K -1,483 -41%
BWM
1738
BCS Wealth Management
Tennessee
$453K – – –
WAG
1739
Wilkerson Advisory Group
Missouri
$453K +$1.64K +8 +0.4%
GFP
1740
Guardian Financial Partners
California
$453K – – –
SRS
1741
Strong Retirement Solutions
Washington
$450K +$47.3K +231 +12%
CFM
1742
Compass Financial Management
Florida
$449K +$426K +2,082 New
GFP
1743
Gryphon Financial Partners
Ohio
$448K +$11.7K +57 +3%
ABLA
1744
Alan B. Lancz & Associates
Ohio
$448K – – –
TWPM
1745
Total Wealth Planning & Management
Florida
$447K +$67.5K +330 +19%
SOWAS
1746
Silver Oak Wealth Advisors Services
California
$446K – – –
WF
1747
Welch & Forbes
Massachusetts
$444K +$60.6K +296 +17%
APP
1748
Avantax Planning Partners
Iowa
$441K +$205 +1 +0%
SCI
1749
Stableford Capital II
Arizona
$441K +$77.2K +377 +22%
FFA
1750
Florida Financial Advisors
Florida
$441K -$125K -613 -23%
68 69
70
71 72