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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1751
Compass Financial Management
Florida
$449K +$426K +2,082 New
GFP
1752
Gryphon Financial Partners
Ohio
$448K +$11.7K +57 +3%
ABLA
1753
Alan B. Lancz & Associates
Ohio
$448K – – –
TWPM
1754
Total Wealth Planning & Management
Florida
$447K +$67.5K +330 +19%
SOWAS
1755
Silver Oak Wealth Advisors Services
California
$446K – – –
WF
1756
Welch & Forbes
Massachusetts
$444K +$60.6K +296 +17%
APP
1757
Avantax Planning Partners
Iowa
$441K +$205 +1 +0%
SCI
1758
Stableford Capital II
Arizona
$441K +$77.2K +377 +22%
FFA
1759
Florida Financial Advisors
Florida
$441K -$125K -613 -23%
BONH
1760
Bank of New Hampshire
New Hampshire
$440K -$3.89K -19 -0.9%
RZH
1761
Relyea Zuckerberg Hanson
Connecticut
$438K – – –
SCA
1762
Stokes Capital Advisors
South Carolina
$437K +$421K +2,056 New
CPWL
1763
Coquina Private Wealth LLC
Florida
$437K – – –
FPL
1764
Fortress Private Ledger
North Carolina
$437K +$28.9K +141 +7%
KCM
1765
Kathmere Capital Management
Pennsylvania
$436K +$152K +742 +57%
CWMGO
1766
Capstone Wealth Management Group (Oregon)
Oregon
$435K -$282K -1,379 -40%
MCA
1767
MSH Capital Advisors
Arizona
$433K -$8.19K -40 -2%
MW
1768
Maia Wealth
Colorado
$432K -$272K -1,329 -40%
CCM
1769
Coldstream Capital Management
Washington
$431K -$183K -894 -31%
BSWM
1770
Boston Standard Wealth Management
Massachusetts
$431K +$10.8K +53 +3%
FA
1771
Fountainhead AM
New Jersey
$431K -$524K -2,561 -56%
CCG
1772
Coastwise Capital Group
California
$430K +$6.96K +34 +2%
VV
1773
Verity & Verity
South Carolina
$430K – – –
BC
1774
Burney Company
Virginia
$426K -$5.32K -26 -1%
JC
1775
JB Capital
Connecticut
$426K +$5.53K +27 +1%
69 70
71
72 73