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Invesco S&P 500 Equal Weight Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$477K -$6.73K -118 -1%
CHA
52
Carmichael Hill & Associates
Maryland
$454K +$742 +13 +0.1%
SWM
53
SeaCrest Wealth Management
New York
$423K -$34.1K -597 -7%
Jane Street
54
Jane Street
New York
$420K +$114K +2,000 +32%
Creative Planning
55
Creative Planning
Kansas
$404K -$19.3K -338 -4%
PTC
56
Private Trust Company
Ohio
$349K +$364K +6,376 +1,183%
Corient Private Wealth
57
Corient Private Wealth
Florida
$346K +$391K +6,854 New
CP
58
Cumberland Partners
Ontario, Canada
$333K +$377K +6,607 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$306K +$346K +6,065 New
MML Investors Services
60
MML Investors Services
Massachusetts
$296K -$5.99K -105 -2%
KPWS
61
Kestra Private Wealth Services
Texas
$281K -$234K -4,093 -42%
IAS
62
IMA Advisory Services
Colorado
$274K -$10.8K -190 -3%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$273K +$309K +5,411 New
SPIA
64
Steward Partners Investment Advisory
New York
$263K +$12.7K +223 +4%
RIA
65
Regal Investment Advisors
Michigan
$254K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$236K +$60.4K +1,058 +29%
PI
67
PFG Investments
New York
$228K +$258K +4,517 New
EFS
68
Essex Financial Services
Connecticut
$220K -$15.8K -276 -6%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$213K -$26.6K -467 -10%
MWPCG
70
Measured Wealth Private Client Group
New Hampshire
$207K -$42.8K -750 -15%
AWM
71
AE Wealth Management
Kansas
$207K +$234K +4,103 New
BAM
72
Belpointe Asset Management
Nevada
$207K +$8.27K +145 +4%
GVAG
73
Great Valley Advisor Group
Delaware
$205K +$6.73K +118 +3%
MP
74
McDonald Partners
Ohio
$202K
JIR
75
James Investment Research
Ohio
$173K -$11.4K -199 -5%