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Invesco S&P 500 Equal Weight Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oppenheimer & Co
New York
$570K
TFS
202
Thoroughbred Financial Services
Tennessee
$565K +$93 +2 +0%
CWM
203
Castle Wealth Management
Florida
$560K
KWM
204
Kaydan Wealth Management
Michigan
$554K -$46.4K -995 -8%
GIA
205
Gladstone Institutional Advisory
Florida
$542K +$262K +5,625 +89%
GT
206
Greenleaf Trust
Michigan
$536K
BWL
207
Bogart Wealth LLC
Virginia
$532K +$467 +10 +0.1%
EWS
208
Evergreen Wealth Solutions
Pennsylvania
$529K +$545K +11,685 New
SAI
209
Savvy Advisors Inc
New York
$527K +$544K +11,650 New
ACP
210
Aviance Capital Partners
Florida
$523K
MSS
211
Mitchell Sinkler & Starr
Pennsylvania
$516K
BWM
212
Briggs Wealth Management
Connecticut
$515K +$93 +2 +0%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$513K -$10.5K -226 -2%
Financial Engines Advisors
214
Financial Engines Advisors
California
$503K +$5.93K +127 +1%
PCG
215
Prosperity Consulting Group
Maryland
$502K
ZF
216
Zhang Financial
Michigan
$493K
PCIA
217
Prime Capital Investment Advisors
Kansas
$483K
PA
218
PFG Advisors
Arizona
$482K -$43.8K -939 -8%
YDMI
219
Y.D. More Investments
Israel
$473K -$70K -1,500 -12%
PSCM
220
Per Stirling Capital Management
Texas
$471K
HH
221
Hilltop Holdings
Texas
$464K -$933 -20 -0.2%
SS
222
Sunbelt Securities
Texas
$459K +$140 +3 +0%
OC
223
Oakworth Capital
Alabama
$453K
AI
224
Atria Investments
North Carolina
$450K -$124K -2,654 -21%
PS
225
Principal Securities
Iowa
$445K -$2.14M -45,797 -82%