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Invesco S&P 500 Equal Weight Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
151
Pin Oak Investment Advisors
Texas
$13K +$12.4K +750 New
LWA
152
Lowe Wealth Advisors
Maryland
$12K
OIA
153
Optimum Investment Advisors
Illinois
$10K -$4.3K -260 -30%
AOWM
154
Alpha Omega Wealth Management
Virginia
$10K
JFA
155
JNBA Financial Advisors
Minnesota
$10K +$9.93K +600 New
TIM
156
Tortoise Investment Management
New York
$9K
IF
157
Ironwood Financial
Arizona
$7K
HMS
158
Hanseatic Management Services
New Mexico
$5K
WAM
159
Wealthspire Advisors (Maryland)
Maryland
$4K -$16.6K -1,000 -82%
PA
160
Parallel Advisors
California
$4K
KL
161
KWMG LLC
Kansas
$3K
SIAS
162
Shine Investment Advisory Services
Colorado
$3K
VFA
163
Valeo Financial Advisors
Indiana
$3K
WAS
164
WESPAC Advisors SoCal
California
$3K
S
165
SignatureFD
Georgia
$3K +$166 +10 +6%
BBPWM
166
Blue Bell Private Wealth Management
Pennsylvania
$3K +$993 +60 +50%
LF
167
Lee Financial
Texas
$3K +$2.48K +150 New
TFA
168
Transamerica Financial Advisors
Florida
$1K
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.16K +70 New
GT
170
Glenmede Trust
Pennsylvania
-$14.2M -1,390,500 Closed
FIM
171
Freedom Investment Management
Connecticut
-$3.09M -194,800 Closed
KM
172
Kalos Management
Georgia
-$3.1M -188,920 Closed
LFS
173
Legacy Financial Strategies
Kansas
-$775K -48,890 Closed
VNA
174
Valley National Advisers
Pennsylvania
-$758K -47,830 Closed
BCP
175
Blackhawk Capital Partners
Wisconsin
-$486K -30,700 Closed