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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
$397M +$189M +2,350,245 +102%
LPL Financial
2
LPL Financial
California
$210M +$59.1M +736,676 +43%
AF
3
Allworth Financial
California
$202M +$342K +4,269 +0.2%
Ameriprise
4
Ameriprise
Minnesota
$137M +$24.5M +305,927 +24%
Bank of America
5
Bank of America
North Carolina
$125M +$10.3M +128,759 +10%
FFW
6
Fusion Family Wealth
New York
$113M -$16.4K -204 -0%
UBS Group
7
UBS Group
Switzerland
$45.1M +$7.01M +87,418 +20%
Osaic Holdings
8
Osaic Holdings
Arizona
$42.3M +$7.03M +87,645 +21%
Wells Fargo
9
Wells Fargo
California
$39.6M +$6.09M +75,957 +20%
EFL
10
ERn Financial LLC
Wisconsin
$31.5M -$134K -1,666 -0.4%
KA
11
Kozak & Associates
Colorado
$28.9M +$7.5M +93,480 +38%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$24.4M +$5.37M +66,967 +31%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24.4M +$2.58M +32,106 +13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$23M +$9.85M +122,822 +84%
KA
15
Klingman & Associates
New York
$20M +$1.91M +23,845 +11%
Stifel Financial
16
Stifel Financial
Missouri
$12.8M +$10.2M +126,850 +538%
SWP
17
Stratos Wealth Partners
Ohio
$11.3M +$1.84M +22,963 +21%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$11.1M -$164K -2,040 -2%
AAS
19
Avantax Advisory Services
Texas
$10.3M -$47.4K -591 -0.5%
PAG
20
Private Advisor Group
New Jersey
$10.2M +$2.1M +26,212 +28%
TFS
21
Thoroughbred Financial Services
Tennessee
$9.85M +$723K +9,009 +8%
ACM
22
Absolute Capital Management
Pennsylvania
$9.39M +$2.47M +30,781 +39%
LCWP
23
Legacy Capital Wealth Partners
Arkansas
$9.28M -$765K -9,543 -8%
Mariner
24
Mariner
Kansas
$9.15M +$2.12M +26,492 +33%
EH
25
Equitable Holdings
New York
$8.82M +$705K +8,791 +9%