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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2001
IFC & Insurance Marketing
California
$267K +$257K +1,256 New
NCM
2002
Noesis Capital Mangement
Florida
$267K -$18.4K -90 -7%
CICC
2003
Capital Investment Counsel (Colorado)
Colorado
$267K – – –
LW
2004
Libra Wealth
California
$266K – – –
GWM
2005
GSB Wealth Management
Connecticut
$266K +$256K +1,249 New
MWM
2006
Mattern Wealth Management
Kansas
$265K +$1.64K +8 +0.6%
VDC
2007
Van Diest Capital
Iowa
$264K +$254K +1,243 New
HKIM
2008
Hayek Kallen Investment Management
Alabama
$264K +$8.19K +40 +3%
MJRIC
2009
Mogy Joel R Investment Counsel
California
$264K – – –
TWA
2010
TCI Wealth Advisors
Arizona
$263K -$3.07K -15 -1%
JF
2011
JSF Financial
California
$262K +$614 +3 +0.2%
WIP
2012
WealthCare Investment Partners
Rhode Island
$262K +$252K +1,232 New
BPAMU
2013
BTG Pactual Asset Management US
New York
$262K +$252K +1,232 New
XF
2014
XML Financial
Maryland
$260K +$16.8K +82 +7%
NFG
2015
Norris Financial Group
South Carolina
$259K – – –
HBFP
2016
Henderson Brothers Financial Partners
Pennsylvania
$258K -$194K -948 -44%
TH
2017
TCTC Holdings
Texas
$257K – – –
CA
2018
Centerpoint Advisors
Massachusetts
$255K – – –
RG
2019
Rathbones Group
United Kingdom
$254K -$2.05K -10 -0.8%
ACM
2020
Advisors Capital Management
New Jersey
$253K -$1.02K -5 -0.4%
HBW
2021
Hazlett, Burt & Watson
West Virginia
$253K +$5.73K +28 +2%
VEM
2022
Vann Equity Management
Texas
$253K +$243K +1,187 New
PWG
2023
Portside Wealth Group
Utah
$250K +$6.96K +34 +3%
ACM
2024
Accent Capital Management
Ohio
$249K +$240K +1,171 New
CPL
2025
CAP Partners LLC
Tennessee
$249K -$8.8K -43 -4%
79 80
81
82 83