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Invesco S&P 500 Equal Weight Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
CX Institutional
Indiana
$749K +$700K +15,006 +979%
BFG
177
Berger Financial Group
Minnesota
$737K -$3.17K -68 -0.4%
SBH
178
Segall Bryant & Hamill
Illinois
$724K – – –
SPFA
179
Summit Place Financial Advisors
New Jersey
$721K -$42K -900 -5%
WA
180
Waverly Advisors
Alabama
$714K +$352K +7,547 +92%
WMA
181
Wealth Management Associates
New Jersey
$713K -$3.69K -79 -0.5%
RFM
182
Royal Fund Management
Florida
$705K -$143K -3,054 -16%
AWA
183
Acorn Wealth Advisors
Michigan
$703K +$607 +13 +0.1%
First Trust Advisors
184
First Trust Advisors
Illinois
$695K +$4.53K +97 +0.6%
AWM
185
Apollon Wealth Management
South Carolina
$670K +$35.8K +768 +5%
CL
186
Choreo LLC
Illinois
$665K – – –
BW
187
BXM Wealth
Colorado
$656K -$90.6K -1,941 -12%
SIC
188
SFE Investment Counsel
California
$646K -$18.5K -396 -3%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$637K +$51.6K +1,106 +9%
KCM
190
Kathmere Capital Management
Pennsylvania
$634K – – –
TWM
191
TCFG Wealth Management
California
$633K +$185K +3,955 +39%
TIA
192
TCFG Investment Advisors
California
$633K +$653K +13,989 New
PTC
193
Private Trust Company
Ohio
$632K +$15.2K +326 +2%
SOS
194
Silver Oak Securities
Tennessee
$618K +$47 +1 +0%
CCA
195
Clearwater Capital Advisors
Illinois
$615K – – –
WIA
196
World Investment Advisors
California
$606K +$106K +2,270 +20%
CWM
197
Calamos Wealth Management
Illinois
$601K – – –
Calamos Advisors
198
Calamos Advisors
Illinois
$601K +$619K +13,270 New
RT
199
Rockland Trust
Massachusetts
$592K +$610K +13,072 New
Citigroup
200
Citigroup
New York
$591K +$25.8K +553 +4%