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Invesco S&P 500 Equal Weight Technology ETF
RSPT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
301
Purkiss Capital Advisors
Connecticut
$427K – – –
SFS
302
Sharp Financial Services
Pennsylvania
$424K +$377K +6,579 New
MOS
303
MGO One Seven
Ohio
$424K +$16K +278 +4%
AFP
304
ATX Financial Planning
Texas
$420K +$115 +2 +0%
LWANC
305
Laurel Wealth Advisors (North Carolina)
North Carolina
$415K – – –
EWP
306
Elevation Wealth Partners
California
$409K +$36.1K +630 +11%
PWM
307
Purus Wealth Management
California
$408K – – –
SF
308
Summit Financial
New Jersey
$408K -$35.6K -621 -9%
PCA
309
Peddock Capital Advisors
Massachusetts
$406K – – –
JWCA
310
J.W. Cole Advisors
Florida
$399K +$57 +1 +0%
LA
311
LexAurum Advisors
Kansas
$394K +$20.8K +363 +6%
PTC
312
Private Trust Company
Ohio
$385K -$459K -7,992 -57%
ACM
313
Allred Capital Management
Texas
$384K +$50.4K +879 +17%
KJWM
314
Kiley Juergens Wealth Management
Washington
$384K – – –
FCP
315
Fidelis Capital Partners
Florida
$380K – – –
CIA
316
Concurrent Investment Advisors
Florida
$373K +$20.3K +354 +7%
HI
317
Harbour Investments
Wisconsin
$369K -$6.48K -113 -2%
MWM
318
Modera Wealth Management
New Jersey
$366K – – –
WN
319
Williams & Novak
California
$359K – – –
RMAM
320
Raab & Moskowitz Asset Management
New Jersey
$359K -$2.18K -38 -0.7%
BFAG
321
Blackston Financial Advisory Group
Florida
$358K -$8.49K -148 -3%
HPWM
322
High Point Wealth Management
New Jersey
$354K – – –
LCM
323
Lazari Capital Management
California
$352K – – –
MSG
324
Main Street Group
Virginia
$352K – – –
LPAM
325
Lodestar Private Asset Management
California
$351K -$8.61K -150 -3%
11 12
13
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