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Invesco S&P 500 Equal Weight Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
101
Retirement Group
California
$64K +$258 +4 +0.4%
SWM
102
Spire Wealth Management
Virginia
$57K
GI
103
Gradient Investments
Minnesota
$52K -$23K -357 -30%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$40K
NFSG
105
Newbridge Financial Services Group
Florida
$37K
IA
106
IFP Advisors
Florida
$37K +$11.9K +185 +30%
1IA
107
1834 Investment Advisors
Wisconsin
$31K
WT
108
Whittier Trust
California
$29K
GRP
109
Global Retirement Partners
California
$28K +$31.6K +490 New
CA
110
Clearstead Advisors
Ohio
$24K
GWMI
111
Guardian Wealth Management (Illinois)
Illinois
$19K +$64 +1 +0.3%
PFS
112
Prospera Financial Services
Texas
$19K +$19.3K +300 New
BWL
113
Bogart Wealth LLC
Virginia
$14K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$14K +$14.2K +220 New
EIP
115
Ellis Investment Partners
Pennsylvania
$12K -$19.4K -301 -60%
CFO
116
CVA Family Office
Colorado
$10K
DI
117
Disciplined Investments
Oklahoma
$9K +$8.9K +138 New
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$8K
FWP
119
FAS Wealth Partners
Kansas
$6K
PO
120
Private Ocean
California
$6K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$5K
HR
122
Howe & Rusling
New York
$4K
BW
123
Bison Wealth
Georgia
$3K
MA
124
Montag & Associates
Georgia
$2K
GEA
125
Glen Eagle Advisors
New Jersey
$637