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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1826
Cutler Capital Management
Massachusetts
$102K +$96.7K +560 New
MPW
1827
MASECO Private Wealth
$102K +$96.5K +559 New
FWA
1828
Flagship Wealth Advisors
Massachusetts
$101K – – –
WWM
1829
Wolff Wiese Magana
California
$98.3K – – –
MAS
1830
MPWM Advisory Solutions
Georgia
$96.1K -$269K -1,557 -75%
AA
1831
Addison Advisors
Vermont
$92.7K – – –
BIM
1832
Breakwater Investment Management
Washington
$91.2K – – –
DWA
1833
Dougherty Wealth Advisers
Minnesota
$90.9K – – –
AT
1834
Avalon Trust
New Mexico
$90.9K +$86.3K +500 New
VCM
1835
Versant Capital Management
Arizona
$89.1K – – –
FCG
1836
Financial Connections Group
California
$87K – – –
LI
1837
LRI Investments
Florida
$86.3K – – –
WA
1838
Whipplewood Advisors
Colorado
$85.6K -$516K -2,988 -86%
PCA
1839
Providence Capital Advisors
North Carolina
$82.9K +$78.7K +456 New
CT
1840
Clearstead Trust
Maine
$82.5K – – –
DFA
1841
DHJJ Financial Advisors
Illinois
$82.4K +$6.21K +36 +9%
RF
1842
Roxbury Financial
New Jersey
$82.2K +$18.1K +105 +30%
PSB
1843
Piscataqua Savings Bank
New Hampshire
$80K – – –
SAM
1844
Smartleaf Asset Management
Massachusetts
$76.7K +$19K +110 +35%
PK
1845
Pflug Koory
Nebraska
$76.5K +$72.7K +421 New
TFM
1846
TFC Financial Management
Massachusetts
$76K +$72.2K +418 New
RIA
1847
Realta Investment Advisors
Delaware
$74.5K +$9.49K +55 +15%
MFA
1848
Morling Financial Advisors
California
$74.3K – – –
TCM
1849
TD Capital Management
Tennessee
$74.1K +$70.4K +408 New
NFSG
1850
Newbridge Financial Services Group
Florida
$71.3K -$7.77K -45 -10%
72 73
74
75 76