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Invesco S&P 500 Equal Weight Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$55K +$51K +908 New
US Bancorp
77
US Bancorp
Minnesota
$46K – – –
TWC
78
TD Waterhouse Canada
Ontario, Canada
$45.8K +$41.9K +746 New
SWA
79
SOA Wealth Advisors
New York
$32K – – –
AAP
80
Arax Advisory Partners
Colorado
$29K – – –
GRP
81
Global Retirement Partners
California
$27K +$25.2K +448 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$19K -$17.4K -310 -50%
SWM
83
Spire Wealth Management
Virginia
$18K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$17K -$1.91K -34 -11%
HIA
85
Harbor Investment Advisory
Maryland
$17K – – –
HWMA
86
Heritage Wealth Management (Arizona)
Arizona
$16K +$14.8K +264 New
HGWM
87
Harvest Group Wealth Management
Massachusetts
$11K -$1.01K -18 -9%
SBL
88
Sargent Bickham Lagudis
Colorado
$10K – – –
TWM
89
Tradition Wealth Management
Minnesota
$4K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1K – – –
SAM
91
Synergy Asset Management
Washington
– -$5.23M -91,602 Closed
CL
92
COWA LLC
Oklahoma
– -$3.13M -38,310 Closed
WWM
93
Western Wealth Management
Colorado
– -$411K -7,266 Closed
AFP
94
Ausdal Financial Partners
Iowa
– -$237K -4,158 Closed
WA
95
Win Advisors
Florida
– -$35K -620 Closed
SFM
96
Signet Financial Management
New Jersey
– -$31K -550 Closed
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
– -$28K -490 Closed