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Invesco S&P MidCap 400 Revenue ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HM Payson & Co
126
HM Payson & Co
Maine
$60K – – –
APFP
127
Action Point Financial Planning
Michigan
$51.5K +$49.2K +352 New
Arax Advisory Partners
128
Arax Advisory Partners
Colorado
$49.3K – – –
CWM
129
Copia Wealth Management
Oregon
$43.7K – – –
CPG
130
Cornerstone Planning Group
New Jersey
$27.2K – – –
AlphaCore Capital
131
AlphaCore Capital
California
$26.6K – – –
FLP
132
Financial Life Planners
Arizona
$26K +$140 +1 +0.6%
KFI
133
Key Financial Inc
Pennsylvania
$24.6K – – –
VNA
134
Valley National Advisers
Pennsylvania
$22.8K – – –
PS
135
Planning Strategies
Pennsylvania
$13.4K +$12.8K +92 New
Spire Wealth Management
136
Spire Wealth Management
Virginia
$12.5K – – –
Russell Investments Group
137
Russell Investments Group
United Kingdom
$9.41K -$28.8K -206 -76%
Vanguard Advisers Inc
138
Vanguard Advisers Inc
Pennsylvania
$7.02K – – –
AW
139
Avion Wealth
Texas
$3K – – –
RCM
140
Richardson Capital Management
Wisconsin
$2.39K – – –
CIAS
141
Capital Investment Advisory Services
North Carolina
$313 -$2.1K -15 -88%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
– -$2.57M -20,000 Closed
RFG Advisory
143
RFG Advisory
Alabama
– -$678K -5,289 Closed
Independent Advisor Alliance
144
Independent Advisor Alliance
North Carolina
– -$437K -3,406 Closed
YP
145
YANKCOM Partnership
South Dakota
– -$37.2K -290 Closed
AFG
146
Albion Financial Group
Utah
– -$30.1K -235 Closed
O'Shaughnessy Asset Management
147
O'Shaughnessy Asset Management
Connecticut
– -$9.88K -77 Closed
RFP
148
Root Financial Partners
California
– -$9.81K -76 Closed
MAI Capital Management
149
MAI Capital Management
Ohio
– -$9.53K -74 Closed
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
– -$6.03K -47 Closed