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Invesco S&P 500 Equal Weight ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$330M +$30M +439,521 +10%
Wells Fargo
2
Wells Fargo
California
$312M +$46.3M +677,322 +18%
Bank of America
3
Bank of America
North Carolina
$228M +$20.4M +299,029 +10%
U
4
UBS
Switzerland
$190M +$32.8M +480,433 +22%
LPL Financial
5
LPL Financial
California
$118M +$13.2M +193,841 +13%
SMM
6
Stadion Money Management
Georgia
$95M -$5.82M -85,228 -6%
LIA
7
LBMC Investment Advisors
Tennessee
$71.7M +$6.68M +97,754 +11%
AFS
8
Aft Forsyth & Sober
Florida
$63.8M +$1.65M +24,150 +3%
RJA
9
Raymond James & Associates
Florida
$59.3M +$6.78M +99,224 +14%
HighTower Advisors
10
HighTower Advisors
Illinois
$52.6M +$9.21M +134,729 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$46.5M +$4.8M +70,217 +12%
CWA
12
Constellation Wealth Advisors
New York
$37.8M +$229K +3,355 +0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$36.3M +$3.48M +50,872 +11%
SFI
14
SPC Financial Inc
Maryland
$31.1M +$5.36M +78,390 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$29.2M -$11.9M -173,820 -30%
BTS
16
BB&T Securities
Virginia
$28.2M +$2.49M +36,434 +1,173%
AssetMark Inc
17
AssetMark Inc
California
$27.3M -$10.8M -157,876 -29%
ECM
18
ETrade Capital Management
Virginia
$23.9M +$2.18M +31,905 +10%
SAS
19
Stelac Advisory Services
New York
$21.7M -$359K -5,252 -2%
AAS
20
Annex Advisory Services
Wisconsin
$20M +$996K +14,578 +5%
CA
21
Cetera Advisors
Colorado
$19.9M +$2.35M +34,463 +14%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$19.5M +$6.41M +93,843 +52%
GA
23
Gateway Advisory
New Jersey
$19.1M -$87.7K -1,283 -0.5%
Ameriprise
24
Ameriprise
Minnesota
$18.7M +$4.93M +72,157 +38%
HCM
25
Hengehold Capital Management
Ohio
$18.5M +$1.93M +28,236 +12%