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Invesco S&P 500 Equal Weight Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$61K +$25.5K +506 +72%
CHA
52
Carmichael Hill & Associates
Maryland
$57K – – –
AAP
53
Arax Advisory Partners
Colorado
$51K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$44K -$23.2K -460 -34%
Citigroup
55
Citigroup
New York
$31K +$101 +2 +0.3%
RIM
56
Rockbridge Investment Management
New York
$31K +$7.66K +152 +32%
APA
57
American Portfolios Advisors
New York
$29.7K -$833K -16,542 -97%
SWA
58
SOA Wealth Advisors
New York
$26K +$26.7K +530 New
HGWM
59
Harvest Group Wealth Management
Massachusetts
$24K – – –
TWM
60
Tradition Wealth Management
Minnesota
$23K +$23.4K +464 New
US Bancorp
61
US Bancorp
Minnesota
$21K +$3.53K +70 +20%
PCH
62
PGIM Custom Harvest
New Jersey
$21K +$21.3K +422 New
HIA
63
Harbor Investment Advisory
Maryland
$14K – – –
SBL
64
Sargent Bickham Lagudis
Colorado
$9K – – –
ASN
65
Advisory Services Network
Georgia
$7K -$302 -6 -4%
SFS
66
Sowell Financial Services
Arkansas
$6K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$6K +$2.52K +50 +68%
AWA
68
Arkadios Wealth Advisors
Georgia
$4K – – –
GRP
69
Global Retirement Partners
California
$2K – – –
AAS
70
Avantax Advisory Services
Texas
– -$363K -7,730 Closed
OPA
71
Old Port Advisors
Maine
– -$210K -4,446 Closed
CIAS
72
Capital Investment Advisory Services
North Carolina
– -$54K -1,140 Closed
WP
73
WealthShield Partners
North Carolina
– -$37K -790 Closed
William Blair & Company
74
William Blair & Company
Illinois
– -$10K -220 Closed
CAGAS
75
Capital Advisory Group Advisory Services
Minnesota
– -$9K -200 Closed