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Invesco S&P 500 Equal Weight Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
101
Money Concepts Capital
Florida
$11K -$202K -3,497 -95%
BWL
102
Bogart Wealth LLC
Virginia
$11K – – –
CFO
103
CVA Family Office
Colorado
$8K – – –
AC
104
AlphaCore Capital
California
$8K +$8.54K +148 New
DI
105
Disciplined Investments
Oklahoma
$7K +$58 +1 +0.7%
LDFR
106
Lehman & Derafelo Financial Resources
Pennsylvania
$6K +$6.98K +121 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FWP
108
FAS Wealth Partners
Kansas
$5K – – –
PO
109
Private Ocean
California
$4K – – –
FFA
110
Founders Financial Alliance
North Carolina
$2K +$1.73K +30 New
GEA
111
Glen Eagle Advisors
New Jersey
$1.06K +$577 +10 +100%
MA
112
Montag & Associates
Georgia
$1K – – –
WWM
113
WJ Wealth Management
Arizona
– -$3.03M -47,594 Closed
HWM
114
Horizon Wealth Management
Illinois
– -$1.36M -21,387 Closed
FA
115
Fermata Advisors
California
– -$1.2M -18,867 Closed
MWM
116
MinichMacGregor Wealth Management
New York
– -$852K -13,383 Closed
SA
117
Stewardship Advisors
Pennsylvania
– -$688K -10,806 Closed
FANJ
118
Financial Architects (New Jersey)
New Jersey
– -$607K -9,538 Closed
BCA
119
Bay Colony Advisors
Massachusetts
– -$553K -8,683 Closed
Baird Financial Group
120
Baird Financial Group
Wisconsin
– -$413K -6,486 Closed
CA
121
Cetera Advisors
Colorado
– -$353K -5,546 Closed
FFS
122
Founders Financial Securities
Maryland
– -$312K -4,901 Closed
PAG
123
Private Advisory Group
Washington
– -$296K -4,645 Closed
LWM
124
Laidlaw Wealth Management
New York
– -$284K -4,459 Closed
FEM
125
Fulcrum Equity Management
Texas
– -$264K -4,141 Closed