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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2001
Teamwork Financial Advisors
Texas
– -$732K -4,025 Closed
SW
2002
SVB Wealth
Massachusetts
– -$726K -3,994 Closed
DL
2003
DOHJ LLC
Washington
– -$587K -3,559 Closed
PAM
2004
PVG Asset Management
Colorado
– -$638K -3,513 Closed
SC
2005
SouthState Corp
Florida
– -$591K -3,250 Closed
JEST
2006
JTC Employer Solutions Trustee
Jersey
– -$545K -3,000 Closed
W
2007
WorthPointe
California
– -$472K -2,596 Closed
SFGP
2008
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$457K -2,512 Closed
MCM
2009
Maple Capital Management
Vermont
– -$444K -2,445 Closed
OWM
2010
OneAscent Wealth Management
Alabama
– -$429K -2,359 Closed
BIG
2011
Brookwood Investment Group
Arizona
– -$414K -2,277 Closed
AG
2012
AmeriFlex Group
Nevada
– -$374K -2,075 Closed
FW
2013
FullCircle Wealth
Texas
– -$380K -2,068 Closed
SSW
2014
Smith Shellnut Wilson
Mississippi
– -$344K -1,895 Closed
SHGA
2015
Sand Hill Global Advisors
California
– -$314K -1,726 Closed
ATIA
2016
American Trust Investment Advisors
New Hampshire
– -$310K -1,706 Closed
DE
2017
Diversified Enterprises
Delaware
– -$292K -1,607 Closed
W
2018
WPWealth
Texas
– -$273K -1,500 Closed
SWM
2019
SilverOak Wealth Management
Minnesota
– -$271K -1,489 Closed
MWM
2020
MBE Wealth Management
Wisconsin
– -$267K -1,468 Closed
IA
2021
IAM Advisory
Pennsylvania
– -$265K -1,456 Closed
FD
2022
Financial Designs
California
– -$264K -1,455 Closed
NGA
2023
Naples Global Advisors
Florida
– -$263K -1,445 Closed
MA
2024
Maxele Advisors
Missouri
– -$261K -1,435 Closed
CWA
2025
Clarus Wealth Advisors
Arizona
– -$260K -1,412 Closed
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81
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