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Invesco S&P 500 GARP ETF
SPGP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
201
Puff Wealth Management
New Jersey
$345K +$331K +2,820 New
RF
202
Rossby Financial
Florida
$337K -$21.6K -184 -6%
PSCM
203
Per Stirling Capital Management
Texas
$333K – – –
IBOK
204
Independence Bank of Kentucky
Kentucky
$330K – – –
SFC
205
Summit Financial Consulting
Michigan
$327K -$16.3K -139 -5%
IA
206
IFP Advisors
Florida
$324K -$20.2K -172 -6%
LSWP
207
Liberty Square Wealth Partners
Pennsylvania
$323K – – –
MCM
208
MAI Capital Management
Ohio
$319K +$196K +1,674 +179%
FF
209
Foronjy Financial
California
$315K -$1.22M -10,413 -80%
NP
210
NorthRock Partners
Minnesota
$313K -$23.1K -197 -7%
HNB
211
Huntington National Bank
Ohio
$311K – – –
GC
212
Grimes & Company
Massachusetts
$311K -$7.63K -65 -2%
EWM
213
Empirical Wealth Management
Washington
$306K -$79.6K -678 -21%
BNMT
214
Bawa N Mallick Trust
New York
$306K – – –
CCA
215
Clearwater Capital Advisors
Illinois
$301K – – –
FHC
216
First Heartland Consultants
Missouri
$300K -$4.11K -35 -1%
AWM
217
Axxcess Wealth Management
California
$291K +$279K +2,380 New
DWM
218
Darwin Wealth Management
Florida
$291K +$587 +5 +0.2%
SWMG
219
Sard Wealth Management Group
Georgia
$289K +$704 +6 +0.3%
CPL
220
CAP Partners LLC
Tennessee
$287K +$2.11K +18 +0.8%
WBG
221
Wharton Business Group
Pennsylvania
$273K -$48.7K -415 -16%
TA
222
Tactive Advisors
Florida
$271K -$5.63K -48 -2%
TC
223
Trilogy Capital
California
$268K – – –
CFO
224
CVA Family Office
Colorado
$266K -$10.9K -93 -4%
AFP
225
ATX Financial Planning
Texas
$264K -$49.2K -419 -16%
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