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Invesco S&P 500 Equal Weight Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
51
Carmichael Hill & Associates
Maryland
$460K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$454K -$145K -2,890 -25%
AWS
53
Atria Wealth Solutions
New York
$423K +$413K +8,253 New
FANJ
54
Financial Architects (New Jersey)
New Jersey
$420K -$62.2K -1,243 -13%
SWM
55
SeaCrest Wealth Management
New York
$404K -$24.9K -497 -6%
AWM
56
AE Wealth Management
Kansas
$394K +$179K +3,583 +87%
PTC
57
Private Trust Company
Ohio
$369K +$15K +300 +4%
RC
58
Rovin Capital
Arizona
$348K +$341K +6,803 New
Corient Private Wealth
59
Corient Private Wealth
Florida
$341K -$9.61K -192 -3%
MML Investors Services
60
MML Investors Services
Massachusetts
$329K +$27.9K +558 +10%
RIA
61
Regal Investment Advisors
Michigan
$257K
SPIA
62
Steward Partners Investment Advisory
New York
$246K -$20.7K -414 -8%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$232K -$7.06K -141 -3%
PI
64
PFG Investments
New York
$230K -$1.2K -24 -0.5%
OCPWS
65
One Charles Private Wealth Services
Massachusetts
$226K +$221K +4,411 New
EFS
66
Essex Financial Services
Connecticut
$224K +$1.1K +22 +0.5%
MP
67
McDonald Partners
Ohio
$205K
IAS
68
IMA Advisory Services
Colorado
$204K -$72.3K -1,445 -27%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$127K -$87.6K -1,750 -41%
HWA
70
HHM Wealth Advisors
Tennessee
$110K +$17.3K +345 +19%
HNB
71
Huntington National Bank
Ohio
$109K
TWM
72
Tradition Wealth Management
Minnesota
$72K +$450 +9 +0.6%
ACA
73
Aptus Capital Advisors
Alabama
$61.5K +$60.1K +1,200 New
AF
74
Allworth Financial
California
$59.8K +$58.5K +1,168 New
GRP
75
Global Retirement Partners
California
$46.6K +$2.5K +50 +6%