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Invesco S&P 500 GARP ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$261M -$91.5M -917,545 -27%
LPL Financial
2
LPL Financial
California
$241M -$31.4M -315,307 -12%
Raymond James Financial
3
Raymond James Financial
Florida
$122M -$31.9M -320,379 -22%
Bank of America
4
Bank of America
North Carolina
$111M -$14.3M -143,406 -12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$63.6M -$277K -2,779 -0.5%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$58.7M -$46.2M -463,540 -46%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$38.7M -$1.18M -11,834 -3%
HFS
8
Howard Financial Services
Texas
$37.3M -$819K -8,211 -2%
Wells Fargo
9
Wells Fargo
California
$28.8M -$32M -320,827 -55%
UBS Group
10
UBS Group
Switzerland
$25.6M -$15.3M -153,497 -39%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$23.2M -$7.81M -78,299 -27%
DOA
12
D'Orazio & Associates
Virginia
$21.5M -$4.7M -47,118 -19%
Creative Planning
13
Creative Planning
Kansas
$20.1M -$1.42M -14,276 -7%
CDWM
14
Campbell Deegan Wealth Management
Virginia
$20M +$1.02M +10,237 +6%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$19.6M +$1.42M +14,251 +8%
GRP
16
Global Retirement Partners
California
$19.6M +$18.1M +181,620 New
Osaic Holdings
17
Osaic Holdings
Arizona
$19M -$2.51M -25,153 -12%
CBA
18
Coastal Bridge Advisors
Connecticut
$18.2M +$378K +3,792 +2%
SVCP
19
Silicon Valley Capital Partners
California
$17.5M -$2.98M -29,866 -16%
PIA
20
Perennial Investment Advisors
California
$15.4M -$8.68M -87,038 -38%
CWM
21
Cedar Wealth Management
California
$15.3M -$162K -1,623 -1%
SMM
22
Stadion Money Management
Georgia
$15.1M -$110K -1,100 -0.8%
LFA
23
Longview Financial Advisors
Alabama
$14.5M +$43.6K +437 +0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.8M -$4.01M -40,201 -24%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13M -$17.4M -174,155 -59%