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Invesco S&P 500 GARP ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
176
D.E. Shaw & Co
New York
$832K +$254K +2,558 +49%
PM
177
Phraction Management
Connecticut
$832K +$10.9K +110 +1%
JCM
178
Jacobi Capital Management
Pennsylvania
$809K +$200K +2,012 +36%
IIA
179
Integral Investment Advisors
California
$807K +$758K +7,628 New
BAM
180
Belpointe Asset Management
Nevada
$750K +$74.3K +747 +12%
CW
181
CreativeOne Wealth
Kansas
$740K +$101K +1,012 +17%
IRC
182
Investors Research Corp
Georgia
$727K +$43.1K +434 +7%
OWA
183
Opal Wealth Advisors
New York
$721K +$183K +1,840 +37%
FIA
184
Foundations Investment Advisors
Arizona
$698K +$652K +6,556 New
SPWM
185
Schrum Private Wealth Management
Florida
$665K
IFWM
186
Institute for Wealth Management
Colorado
$650K +$20.4K +205 +3%
Jones Financial Companies
187
Jones Financial Companies
Missouri
$642K +$599K +6,026 New
SWP
188
Strategic Wealth Partners
Ohio
$636K +$594K +5,974 New
CFD
189
Creative Financial Designs
Indiana
$631K -$5.77K -58 -1%
AAS
190
Ameritas Advisory Services
Nebraska
$614K +$99.3K +999 +20%
RWA
191
Redhawk Wealth Advisors
Minnesota
$613K +$573K +5,759 New
HNW
192
High Note Wealth
Minnesota
$583K -$5.37K -54 -1%
PTC
193
Private Trust Company
Ohio
$558K -$152K -1,525 -23%
MWAM
194
Manhattan West Asset Management
California
$556K +$519K +5,221 New
APW
195
Austin Private Wealth
Texas
$546K
WLPWM
196
Walled Lake Planning & Wealth Management
Illinois
$534K +$90.9K +914 +22%
EWM
197
Empirical Wealth Management
Washington
$516K +$6.96K +70 +1%
KFGK
198
Keystone Financial Group (Kentucky)
Kentucky
$508K +$474K +4,772 New
LA
199
Latitude Advisors
Florida
$503K -$521K -5,241 -53%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$502K +$16.9K +170 +4%