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Invesco S&P 500 Revenue ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$33M +$1.28M +10,881 +4%
TLA
27
Tanglewood Legacy Advisors
Texas
$32.7M +$1.34M +11,399 +4%
SA
28
Scarborough Advisors
Maryland
$30.4M +$2.74M +23,252 +10%
AAS
29
Asset Allocation Strategies
Michigan
$29.4M +$2.4M +20,318 +9%
EFG
30
Everest Financial Group
Minnesota
$28.7M +$1.28M +10,880 +5%
IPA
31
Investment Planning Advisors
Georgia
$28M +$9.18M +77,853 +47%
AWM
32
Axxcess Wealth Management
California
$27M -$11.8M -99,784 -30%
Goldman Sachs
33
Goldman Sachs
New York
$24.6M +$4.86M +41,235 +24%
TFS
34
Thoroughbred Financial Services
Tennessee
$24.1M +$459K +3,889 +2%
ALA
35
Atlas Legacy Advisors
California
$22.8M +$1.81M +15,313 +8%
Mariner
36
Mariner
Kansas
$22.5M -$815K -6,905 -3%
SA
37
Sanctuary Advisors
Indiana
$22.2M +$2.19M +18,545 +11%
MFG
38
Merit Financial Group
Georgia
$21.7M +$1.59M +13,492 +8%
MML Investors Services
39
MML Investors Services
Massachusetts
$21.2M -$818K -6,930 -4%
IAA
40
Independent Advisor Alliance
North Carolina
$20.1M +$20.7M +175,327 New
CCA
41
Cadent Capital Advisors
Oklahoma
$19.4M +$4.77M +40,447 +31%
DWM
42
Denver Wealth Management
Colorado
$19.3M +$1.03M +8,689 +5%
JP Morgan Chase
43
JP Morgan Chase
New York
$18.3M +$2.08M +17,611 +12%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$18.2M +$3.26M +27,652 +21%
EWA
45
EverSource Wealth Advisors
Alabama
$18.2M +$238K +2,014 +1%
SWP
46
Stratos Wealth Partners
Ohio
$18.1M +$2.22M +18,828 +14%
HI
47
Harbour Investments
Wisconsin
$17.6M +$4.81M +40,752 +36%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$17.5M +$1.64M +13,869 +10%
ACA
49
Aspire Capital Advisors
Washington
$16.7M +$2.73M +23,146 +19%
BWAM
50
Blue Water Asset Management
Michigan
$16.2M -$222K -1,884 -1%