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Invesco S&P MidCap 400 Revenue ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Great Valley Advisor Group
101
Great Valley Advisor Group
Delaware
$271K – – –
Wedbush Securities
102
Wedbush Securities
California
$270K -$5.59K -40 -2%
IHT Wealth Management
103
IHT Wealth Management
Illinois
$261K +$20.5K +147 +9%
Global Retirement Partners
104
Global Retirement Partners
California
$255K +$243K +1,743 New
Allworth Financial
105
Allworth Financial
California
$251K +$1.81K +13 +0.8%
MWM
106
Mascagni Wealth Management
Mississippi
$237K +$227K +1,623 New
EFS
107
Essex Financial Services
Connecticut
$230K – – –
BWP
108
Balboa Wealth Partners
Arizona
$225K +$215K +1,541 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$221K -$210K -1,503 -50%
Simplicity Wealth
110
Simplicity Wealth
New Jersey
$218K +$208K +1,492 New
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$217K +$208K +1,486 New
SWA
112
Stratos Wealth Advisors
Ohio
$213K -$85K -609 -30%
Beacon Pointe Advisors
113
Beacon Pointe Advisors
California
$212K +$203K +1,451 New
Mariner
114
Mariner
Kansas
$204K +$195K +1,394 New
SF
115
Seros Financial
Arizona
$203K -$301K -2,152 -61%
Brown Advisory
116
Brown Advisory
Maryland
$203K +$194K +1,391 New
PTC
117
Private Trust Company
Ohio
$174K +$24K +172 +17%
TCOV
118
Trust Company of Vermont
Vermont
$135K +$129K +921 New
PWMG
119
Private Wealth Management Group
New Jersey
$132K – – –
T
120
Tidemark
California
$130K +$1.54K +11 +1%
CA
121
Crewe Advisors
Utah
$129K – – –
First Command Advisory Services
122
First Command Advisory Services
Texas
$94.8K -$67.3K -482 -43%
Citigroup
123
Citigroup
New York
$82.8K -$57.1K -409 -42%
IFWM
124
Institute for Wealth Management
Colorado
$76.8K +$73.3K +525 New
Farther Finance Advisors
125
Farther Finance Advisors
California
$71.8K -$6K -43 -8%