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Invesco S&P 500 Revenue ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$709K +$162K +1,834 +32%
MCC
102
Money Concepts Capital
Florida
$708K -$63.3K -716 -9%
CAM
103
Cozad Asset Management
Illinois
$684K – – –
BWP
104
Baldwin Wealth Partners
Massachusetts
$657K – – –
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$650K +$1.24K +14 +0.2%
RL
106
Retireful LLC
Michigan
$642K +$606K +6,851 New
AAS
107
Ameritas Advisory Services
Nebraska
$626K +$609K +6,892 New
FAM
108
Flaharty Asset Management
Florida
$620K -$23.5K -266 -4%
FHC
109
First Heartland Consultants
Missouri
$609K +$575K +6,501 New
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$597K +$300K +3,391 +114%
PS
111
Principal Securities
Iowa
$577K +$38.9K +440 +8%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$543K +$171K +1,936 +50%
Bessemer Group
113
Bessemer Group
New Jersey
$517K – – –
HighTower Advisors
114
HighTower Advisors
Illinois
$510K -$64.2K -726 -12%
GCP
115
GSA Capital Partners
United Kingdom
$501K +$15.7K +178 +3%
MSG
116
Main Street Group
Virginia
$499K +$14.2K +161 +3%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$498K +$469K +5,300 New
AWM
118
Accurate Wealth Management
Florida
$472K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$451K +$619 +7 +0.1%
AAG
120
Armstrong Advisory Group
Massachusetts
$423K – – –
RFN
121
Redwood Financial Network
Ohio
$406K +$12.5K +141 +3%
SW
122
Simplicity Wealth
New Jersey
$397K +$375K +4,240 New
SC
123
Savant Capital
Illinois
$390K – – –
RJT
124
Raymond James Trust
Florida
$387K – – –
ASN
125
Advisory Services Network
Georgia
$354K +$79.4K +898 +31%