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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1801
TFO Wealth Partners
Ohio
$344K – – –
WF
1802
Welch & Forbes
Massachusetts
$344K +$8.52K +43 +2%
TAFW
1803
Tred Avon Family Wealth
Maryland
$344K +$12.3K +62 +4%
AWM
1804
Ameliora Wealth Management
Switzerland
$343K -$1.39K -7 -0.4%
VFG
1805
V2 Financial group
Illinois
$343K +$3.96K +20 +1%
GSC
1806
Ground Swell Capital
South Carolina
$341K +$352K +1,776 New
TWPM
1807
Total Wealth Planning & Management
Florida
$340K +$64.6K +326 +23%
HAIM
1808
Hunter Associates Investment Management
Pennsylvania
$340K – – –
MSG
1809
Main Street Group
Virginia
$340K +$19.8K +100 +6%
SFS
1810
Symphony Financial Services
Ohio
$340K -$64.2K -324 -15%
EP
1811
Essential Planning
New Hampshire
$339K – – –
JFG
1812
Juno Financial Group
Virginia
$338K – – –
MWA
1813
Medallion Wealth Advisors
Connecticut
$337K – – –
FAT
1814
First American Trust
California
$336K -$23K -116 -6%
SHFA
1815
SC&H Financial Advisors
Maryland
$336K – – –
SEP
1816
Southland Equity Partners
Missouri
$334K +$73.7K +372 +27%
LWL
1817
Leo Wealth LLC
Texas
$330K +$60K +303 +21%
CFS
1818
Cannon Financial Strategists
Georgia
$330K +$40.8K +206 +14%
SWA
1819
Strata Wealth Advisors
Texas
$326K – – –
RWM
1820
Revisor Wealth Management
Ohio
$326K +$337K +1,699 New
SCI
1821
Stableford Capital II
Arizona
$326K -$642K -3,239 -66%
TCM
1822
Traynor Capital Management
Pennsylvania
$325K -$171K -864 -33%
OAM
1823
Occidental Asset Management
California
$324K -$1.39K -7 -0.4%
PFSC
1824
Peoples Financial Services Corp
Pennsylvania
$324K – – –
HCC
1825
Hirtle Callaghan & Co
Pennsylvania
$324K -$10.1K -51 -3%
71 72
73
74 75