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Invesco S&P 500 Equal Weight Health Care ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$586K
DC
77
Davenport & Co
Virginia
$584K -$278K -9,159 -32%
ADL
78
Asset Dedication LLC
California
$582K
KWM
79
Kingsview Wealth Management
Oregon
$533K -$6.07K -200 -1%
KA
80
Kovack Advisors
Florida
$531K +$537K +17,690 New
PTC
81
Private Trust Company
Ohio
$521K
KAS
82
Kestra Advisory Services
Texas
$511K +$38.6K +1,273 +8%
HWA
83
HHM Wealth Advisors
Tennessee
$510K +$234K +7,700 +83%
GWP
84
Gateway Wealth Partners
Wisconsin
$510K -$10.5K -345 -2%
KFA
85
Kapstone Financial Advisors
Ohio
$505K -$6.07K -200 -1%
TFA
86
Trinity Financial Advisors
Ohio
$502K +$508K +16,732 New
AWE
87
Avidian Wealth Enterprises
Texas
$500K
IWM
88
IHT Wealth Management
Illinois
$482K +$147K +4,835 +43%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$481K +$70.1K +2,310 +17%
DFA
90
DHJJ Financial Advisors
Illinois
$470K -$425 -14 -0.1%
SWM
91
SeaCrest Wealth Management
New York
$469K -$16.3K -536 -3%
ACA
92
Atlas Capital Advisors
Wyoming
$437K +$30 +1 +0%
Citadel Advisors
93
Citadel Advisors
Florida
$430K +$435K +14,325 New
GWM
94
Geneos Wealth Management
Colorado
$419K -$34.6K -1,141 -8%
EH
95
Equitable Holdings
New York
$419K
PPWM
96
Perissos Private Wealth Management
Oklahoma
$412K +$61 +2 +0%
AAS
97
Avantax Advisory Services
Texas
$406K -$35K -1,154 -8%
BlackRock
98
BlackRock
New York
$405K
LSAG
99
Lake Street Advisors Group
New Hampshire
$405K +$60.7K +2,000 +17%
PS
100
Principal Securities
Iowa
$400K +$68K +2,242 +20%