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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
HBFP
1726
Henderson Brothers Financial Partners
Pennsylvania
$415K +$428K +2,162 New
MA
1727
MCF Advisors
Kentucky
$414K +$378K +1,905 +762%
CFSG
1728
Community Financial Services Group
Vermont
$414K +$426K +2,148 New
WWM
1729
Waterway Wealth Management
Texas
$413K +$99.1K +500 +30%
OFO
1730
OneAscent Family Office
Alabama
$411K +$3.37K +17 +0.8%
BWM
1731
BCS Wealth Management
Tennessee
$409K -$422K -2,131 -50%
GFP
1732
Guardian Financial Partners
California
$408K +$45K +227 +12%
WAG
1733
Wilkerson Advisory Group
Missouri
$407K -$8.13K -41 -2%
PFA
1734
Pinnacle Family Advisors
Missouri
$406K +$25.6K +129 +7%
ABLA
1735
Alan B. Lancz & Associates
Ohio
$404K -$6.54K -33 -2%
SHIM
1736
Stone House Investment Management
Pennsylvania
$403K -$6.74K -34 -2%
MAS
1737
MPWM Advisory Solutions
Georgia
$402K +$179K +901 +75%
SOWAS
1738
Silver Oak Wealth Advisors Services
California
$402K – – –
BIG
1739
Brookwood Investment Group
Arizona
$401K +$26.8K +135 +7%
BONH
1740
Bank of New Hampshire
New Hampshire
$400K – – –
BHWM
1741
Bar Harbor Wealth Management
New Hampshire
$400K – – –
APP
1742
Avantax Planning Partners
Iowa
$398K +$22.6K +114 +6%
MCA
1743
MSH Capital Advisors
Arizona
$398K +$48.2K +243 +13%
SCTC
1744
Sanibel Captiva Trust Company
Florida
$396K +$37.5K +189 +10%
CF
1745
Collier Financial
Colorado
$396K -$20.8K -105 -5%
RZH
1746
Relyea Zuckerberg Hanson
Connecticut
$395K – – –
CPWL
1747
Coquina Private Wealth LLC
Florida
$394K – – –
GFP
1748
Gryphon Financial Partners
Ohio
$394K +$406K +2,050 New
LAM
1749
Lewis Asset Management
California
$393K +$406K +2,047 New
BIA
1750
Benchmark Investment Advisors
Illinois
$391K +$404K +2,038 New
68 69
70
71 72