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Invesco S&P 500 Equal Weight ETF
RSP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
2001
New Wave Wealth Advisors
Arkansas
$218K +$225K +1,135 New
AWC
2002
Adamsbrown Wealth Consultants
Kansas
$217K +$224K +1,132 New
CT
2003
Colonial Trust
South Carolina
$216K – – –
CWM
2004
Centurion Wealth Management
Virginia
$216K +$793 +4 +0.4%
CW
2005
Cedarwood Wealth
Colorado
$216K +$396 +2 +0.2%
TWA
2006
Trace Wealth Advisors
California
$215K – – –
OMIC
2007
Old Mission Investment Co
Michigan
$214K -$1.58K -8 -0.7%
FAM
2008
Formidable Asset Management
Ohio
$214K +$7.33K +37 +3%
RA
2009
Range Advisory
Virginia
$213K +$220K +1,112 New
BBA
2010
BLB&B Advisors
Pennsylvania
$213K -$26K -131 -11%
BW
2011
BXM Wealth
Colorado
$212K -$44.2K -223 -17%
EIA
2012
Edgemoor Investment Advisors
Maryland
$212K – – –
KWA
2013
Kellett Wealth Advisors
Ohio
$209K – – –
LW
2014
Linscomb Wealth
Texas
$208K +$214K +1,082 New
KJHP
2015
K.J. Harrison & Partners
Ontario, Canada
$207K – – –
SQA
2016
Simon Quick Advisors
New Jersey
$206K +$213K +1,076 New
HWA
2017
HCR Wealth Advisors
California
$206K +$1.19K +6 +0.6%
TWA
2018
Talisman Wealth Advisors
New Jersey
$206K +$213K +1,075 New
HWM
2019
Heirloom Wealth Management
Colorado
$206K +$213K +1,075 New
LWMI
2020
Legacy Wealth Management (Idaho)
Idaho
$206K +$210K +1,062 +10,620%
CSPIA
2021
Cary Street Partners Investment Advisory
Virginia
$206K +$17.8K +90 +9%
SIG
2022
Sargent Investment Group
Maryland
$205K -$31.7K -160 -13%
SI
2023
Shaker Investments
Ohio
$205K -$31.9K -161 -13%
PMG
2024
Private Management Group
California
$204K – – –
NFA
2025
Northwest Financial Advisors
Virginia
$204K +$396 +2 +0.2%
79 80
81
82 83