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Invesco S&P 500 Equal Weight Technology ETF
RSPT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Vivaldi Capital Management
Illinois
$229K – – –
AFG
302
Albion Financial Group
Utah
$228K – – –
GRP
303
Global Retirement Partners
California
$228K +$216K +4,762 +1,920%
IAA
304
Independent Advisor Alliance
North Carolina
$228K – – –
SFG
305
Sovereign Financial Group
Connecticut
$228K – – –
CFG
306
Clayton Financial Group
Missouri
$228K +$227K +5,000 New
RMAM
307
Raab & Moskowitz Asset Management
New Jersey
$227K -$2.5K -55 -1%
AL
308
Aspiriant LLC
California
$227K +$226K +4,986 New
CIA
309
Capital Investment Advisors
Georgia
$227K +$226K +4,984 New
WWMSC
310
Wagner Wealth Management (South Carolina)
South Carolina
$227K +$181 +4 +0.1%
FNA
311
First National Advisers
Nebraska
$226K – – –
SSWM
312
Smith Salley Wealth Management
North Carolina
$225K – – –
DG
313
DMC Group
Alabama
$225K +$224K +4,938 New
OFP
314
OLIO Financial Planning
Virginia
$225K – – –
BPW
315
BlueDoor Private Wealth
Massachusetts
$222K +$221K +4,880 New
EFS
316
Essex Financial Services
Connecticut
$221K – – –
HL
317
HeadInvest LLC
Maine
$217K -$4.54K -100 -2%
CB
318
Commerce Bank
Missouri
$214K – – –
PIA
319
Polaris Investment Advisors
Massachusetts
$209K +$209K +4,600 New
AWM
320
AE Wealth Management
Kansas
$206K -$190K -4,193 -48%
GC
321
Grimes & Company
Massachusetts
$204K +$203K +4,481 New
TSWM
322
Triangle Securities Wealth Management
North Carolina
$200K +$200K +4,405 New
RW
323
Rede Wealth
Virginia
$200K +$200K +4,400 New
MCM
324
Manchester Capital Management
Vermont
$182K – – –
GT
325
Glenmede Trust
Pennsylvania
$177K +$177K +3,900 New
11 12
13
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