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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
2001
Tanglewood Legacy Advisors
Texas
$114K -$24.7K -130 -18%
RG
2002
RHL Group
Michigan
$114K +$113K +596 New
AW
2003
Avion Wealth
Texas
$112K +$94.9K +500 +588%
SWM
2004
SHP Wealth Management
Massachusetts
$112K +$111K +583 New
KFI
2005
Key Financial Inc
Pennsylvania
$107K -$16.5K -87 -13%
CCM
2006
Cutler Capital Management
Massachusetts
$107K – – –
FC
2007
Fairscale Capital
New Hampshire
$107K -$18.4K -97 -15%
MB
2008
MidFirst Bank
Oklahoma
$105K +$104K +549 New
WWM
2009
Wolff Wiese Magana
California
$104K – – –
GWM
2010
Gilpin Wealth Management
Colorado
$99.6K +$98.7K +520 New
QC
2011
Quent Capital
New York
$98.8K +$98K +516 New
AT
2012
Avalon Trust
New Mexico
$95.8K – – –
DWA
2013
Dougherty Wealth Advisers
Minnesota
$95.8K – – –
FC
2014
Financial Consulate
Maryland
$95.2K – – –
VWM
2015
Vermillion Wealth Management
Minnesota
$95K -$5.7K -30 -6%
VCM
2016
Versant Capital Management
Arizona
$93.9K -$5.5K -29 -6%
PUI
2017
Purpose Unlimited Inc
$92.3K +$91.5K +482 New
FCG
2018
Financial Connections Group
California
$92K – – –
IIM
2019
IFC & Insurance Marketing
California
$90K +$88.8K +468 New
PCA
2020
Providence Capital Advisors
North Carolina
$87.4K – – –
AA
2021
Addison Advisors
Vermont
$87.2K -$10.4K -55 -11%
PGAM
2022
Princeton Global Asset Management
New Jersey
$82.7K +$54.3K +286 +196%
ACA
2023
Atlas Capital Advisors
Wyoming
$82.2K +$81.4K +429 New
HIC
2024
Hamrick Investment Counsel
Washington
$80.5K +$79.7K +420 New
NFSG
2025
Newbridge Financial Services Group
Florida
$79.2K +$3.61K +19 +5%
79 80
81
82 83