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Invesco S&P 500 Revenue ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.2M -$1.99M -37,123 -2%
Bank of America
2
Bank of America
North Carolina
$79M +$8.62M +160,999 +12%
FFW
3
Fusion Family Wealth
New York
$44.6M +$1.82M +33,975 +4%
LPL Financial
4
LPL Financial
California
$42.9M -$1.46M -27,245 -3%
UBS Group
5
UBS Group
Switzerland
$32.7M -$326K -6,097 -1%
Wells Fargo
6
Wells Fargo
California
$27.5M -$272K -5,078 -1%
TF
7
Tompkins Financial
New York
$21.9M -$211K -3,938 -1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$19.5M +$1.53M +28,614 +9%
Ameriprise
9
Ameriprise
Minnesota
$17.1M -$3.94M -73,571 -19%
HCA
10
Heck Capital Advisors
Wisconsin
$14.8M -$1.93M -36,083 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.2M -$489K -9,140 -3%
KA
12
Klingman & Associates
New York
$10.5M -$87.7K -1,638 -0.8%
AAS
13
Avantax Advisory Services
Texas
$10.5M +$374K +6,992 +4%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$9.25M -$1.07M -19,907 -10%
AG
15
Advisor Group
Arizona
$8.02M -$2.12M -39,521 -21%
Citadel Advisors
16
Citadel Advisors
Florida
$6.53M +$3.72M +69,545 +135%
PAG
17
Private Advisor Group
New Jersey
$4.7M +$2.29M +42,818 +101%
RJA
18
Raymond James & Associates
Florida
$4.08M -$231K -4,314 -5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.9M -$639K -11,940 -14%
KLI
20
Kelman-Lazarov Inc
Tennessee
$3.68M -$101K -1,884 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.17M -$2.2M -41,088 -41%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.11M +$3.09M +57,638 New
Goldman Sachs
23
Goldman Sachs
New York
$1.37M -$3.59K -67 -0.3%
TFS
24
Thoroughbred Financial Services
Tennessee
$1.27M -$6.98M -130,318 -85%
APA
25
American Portfolios Advisors
New York
$1.24M +$11.6K +217 +1%