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Invesco S&P 500 Equal Weight Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$43.1M +$2.07M +27,972 +5%
Bank of America
2
Bank of America
North Carolina
$34.9M +$3.16M +42,665 +10%
Morgan Stanley
3
Morgan Stanley
New York
$15.1M -$911K -12,301 -6%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.5M -$117K -1,585 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$9.88M +$1.5M +20,276 +19%
KAS
6
Kestra Advisory Services
Texas
$8.5M +$597K +8,055 +8%
NA
7
NewEdge Advisors
Louisiana
$7.21M -$1.18M -15,962 -15%
SIM
8
Studio Investment Management
Illinois
$7.05M +$485K +6,545 +8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$6.74M +$428K +5,781 +7%
UWP
10
Uniting Wealth Partners
Kansas
$5.49M +$62.7K +847 +1%
Wells Fargo
11
Wells Fargo
California
$3.71M +$1.47M +19,832 +69%
WIP
12
WealthCare Investment Partners
Rhode Island
$3.59M +$98.2K +1,326 +3%
UBS Group
13
UBS Group
Switzerland
$3.37M +$748K +10,092 +30%
FF
14
Friedenthal Financial
New Jersey
$3.2M +$111K +1,498 +4%
ASN
15
Advisory Services Network
Georgia
$3.16M +$69.9K +944 +2%
BWL
16
Bogart Wealth LLC
Virginia
$2.92M +$96.7K +1,305 +4%
MSWA
17
Marshall & Sterling Wealth Advisors
New York
$2.88M +$151K +2,039 +6%
Ameriprise
18
Ameriprise
Minnesota
$2.71M +$293K +3,957 +13%
LOIM
19
Liberty One Investment Management
Illinois
$2.68M -$55.5K -749 -2%
DWM
20
Dakota Wealth Management
Florida
$2.49M +$176K +2,375 +8%
JWM
21
Jackson Wealth Management
Florida
$2.46M +$58.9K +795 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.05M +$120K +1,618 +6%
Stifel Financial
23
Stifel Financial
Missouri
$1.97M +$212K +2,862 +13%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.9M +$1.84M +24,843 +828,100%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.88M -$261K -3,526 -13%