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Invesco S&P 500 Equal Weight Technology ETF
RSPT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
301
Lodestar Private Asset Management
California
$253K +$261K +5,592 New
WLG
302
Williamson Legacy Group
Indiana
$250K -$9.85K -211 -4%
HPWM
303
High Point Wealth Management
New Jersey
$248K -$78.6K -1,684 -23%
LCM
304
Lazari Capital Management
California
$247K – – –
MSG
305
Main Street Group
Virginia
$247K – – –
CIA
306
Concurrent Investment Advisors
Florida
$245K -$1.57M -33,663 -86%
GGI
307
Godsey & Gibb Inc
Virginia
$243K – – –
ZIC
308
ZWJ Investment Counsel
Georgia
$242K +$5.37K +115 +2%
MMA
309
Miracle Mile Advisors
California
$238K – – –
KWA
310
Kingswood Wealth Advisors
California
$237K – – –
EWA
311
EP Wealth Advisors
California
$235K -$391K -8,376 -62%
ACM
312
Allred Capital Management
Texas
$230K +$237K +5,076 New
VCM
313
Vivaldi Capital Management
Illinois
$228K – – –
NB
314
Nicolet Bankshares
Wisconsin
$228K -$17.3K -370 -7%
AFG
315
Albion Financial Group
Utah
$227K – – –
SFG
316
Sovereign Financial Group
Connecticut
$226K +$47 +1 +0%
CFG
317
Clayton Financial Group
Missouri
$226K – – –
WWMSC
318
Wagner Wealth Management (South Carolina)
South Carolina
$226K +$233 +5 +0.1%
AL
319
Aspiriant LLC
California
$226K – – –
FNA
320
First National Advisers
Nebraska
$225K – – –
SSWM
321
Smith Salley Wealth Management
North Carolina
$225K – – –
OFP
322
OLIO Financial Planning
Virginia
$223K – – –
BJL
323
Brighton Jones LLC
Washington
$223K +$230K +4,934 New
EFS
324
Essex Financial Services
Connecticut
$220K – – –
SAW
325
Signal Advisors Wealth
Michigan
$217K +$224K +4,797 New
11 12
13
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