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Invesco S&P 500 GARP ETF
SPGP

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
201
Claris Financial
Virginia
$363K +$360K +3,185 New
OWP
202
Obermeyer Wealth Partners
Colorado
$361K -$392K -3,471 -52%
VP
203
Verum Partners
North Carolina
$348K +$565 +5 +0.2%
AC
204
Avestar Capital
New York
$344K -$7.57K -67 -2%
SPI
205
Santori & Peters Inc
Pennsylvania
$340K -$29.2K -259 -8%
AFP
206
ATX Financial Planning
Texas
$339K +$336K +2,979 New
BW
207
BIP Wealth
Georgia
$338K +$335K +2,965 New
FTWA
208
Fifth Third Wealth Advisors
Ohio
$332K +$2.82K +25 +0.9%
PWM
209
Puff Wealth Management
New Jersey
$329K +$113 +1 +0%
SFC
210
Summit Financial Consulting
Michigan
$322K -$18.9K -167 -6%
NP
211
NorthRock Partners
Minnesota
$314K +$311K +2,758 New
PSCM
212
Per Stirling Capital Management
Texas
$310K – – –
MFG
213
Merit Financial Group
Georgia
$309K +$113 +1 +0%
IBOK
214
Independence Bank of Kentucky
Kentucky
$307K – – –
VA
215
Valmark Advisers
Ohio
$307K +$305K +2,699 New
FHC
216
First Heartland Consultants
Missouri
$307K -$350K -3,099 -54%
CIA
217
Concurrent Investment Advisors
Florida
$304K -$18.3K -162 -6%
LSWP
218
Liberty Square Wealth Partners
Pennsylvania
$301K – – –
GC
219
Grimes & Company
Massachusetts
$301K -$6.89K -61 -2%
CL
220
Choreo LLC
Illinois
$294K -$151K -1,337 -34%
BNMT
221
Bawa N Mallick Trust
New York
$285K – – –
OWA
222
Opal Wealth Advisors
New York
$283K +$11.3K +100 +4%
CCA
223
Clearwater Capital Advisors
Illinois
$281K – – –
SWMG
224
Sard Wealth Management Group
Georgia
$267K – – –
SG
225
Sankala Group
Colorado
$267K +$261K +2,314 New
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