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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2001
Paladin Wealth
Minnesota
– -$788K -4,338 Closed
BCMLT
2002
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$774K -4,257 Closed
MSCM
2003
McElhenny Sheffield Capital Management
Texas
– -$740K -4,070 Closed
TFA
2004
Teamwork Financial Advisors
Texas
– -$732K -4,025 Closed
SW
2005
SVB Wealth
Massachusetts
– -$726K -3,994 Closed
DL
2006
DOHJ LLC
Washington
– -$587K -3,559 Closed
PAM
2007
PVG Asset Management
Colorado
– -$638K -3,513 Closed
SC
2008
SouthState Corp
Florida
– -$591K -3,250 Closed
JEST
2009
JTC Employer Solutions Trustee
Jersey
– -$545K -3,000 Closed
W
2010
WorthPointe
California
– -$472K -2,596 Closed
SFGP
2011
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$457K -2,512 Closed
MCM
2012
Maple Capital Management
Vermont
– -$444K -2,445 Closed
OWM
2013
OneAscent Wealth Management
Alabama
– -$429K -2,359 Closed
BIG
2014
Brookwood Investment Group
Arizona
– -$414K -2,277 Closed
AG
2015
AmeriFlex Group
Nevada
– -$374K -2,075 Closed
FW
2016
FullCircle Wealth
Texas
– -$380K -2,068 Closed
SSW
2017
Smith Shellnut Wilson
Mississippi
– -$344K -1,895 Closed
SHGA
2018
Sand Hill Global Advisors
California
– -$314K -1,726 Closed
ATIA
2019
American Trust Investment Advisors
New Hampshire
– -$310K -1,706 Closed
DE
2020
Diversified Enterprises
Delaware
– -$292K -1,607 Closed
W
2021
WPWealth
Texas
– -$273K -1,500 Closed
SWM
2022
SilverOak Wealth Management
Minnesota
– -$271K -1,489 Closed
MWM
2023
MBE Wealth Management
Wisconsin
– -$267K -1,468 Closed
IA
2024
IAM Advisory
Pennsylvania
– -$265K -1,456 Closed
FD
2025
Financial Designs
California
– -$264K -1,455 Closed
79 80
81
82 83