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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
301
CVA Family Office
Colorado
$8.27K – – –
CHC
302
City Holding Co
West Virginia
$8.23K – – –
GCM
303
Gables Capital Management
Florida
$6.86K – – –
WIM
304
WealthPlan Investment Management
Nebraska
$6.53K – – –
TAM
305
Townsend Asset Management
North Carolina
$6.2K – – –
BWM
306
Baystate Wealth Management
Massachusetts
$6.07K – – –
S
307
SignatureFD
Georgia
$5.6K – – –
AWM
308
AllSquare Wealth Management
New York
$4.64K – – –
BAAM
309
Baker Avenue Asset Management
California
$4.38K – – –
FFA
310
Fairfield Financial Advisors
Massachusetts
$4.19K +$41 +1 +1%
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.13K -$411 -10 -9%
AW
312
Avion Wealth
Texas
$4K – – –
AAP
313
Arax Advisory Partners
Colorado
$3.02K -$6.5K -158 -68%
CCM
314
Chilton Capital Management
Texas
$2.44K +$2.43K +59 New
NC
315
NewSquare Capital
Pennsylvania
$2.36K -$29.6K -719 -93%
MHR
316
Matthew Hamilton Rosenberg
$786 – – –
HCM
317
Hollencrest Capital Management
California
$124 – – –
LWANC
318
Laurel Wealth Advisors (North Carolina)
North Carolina
$83 – – –
MIM
319
Macroview Investment Management
Maryland
$83 +$82 +2 New
NWM
320
NEIRG Wealth Management
Massachusetts
– -$8.1M -191,998 Closed
CPA
321
Capital Planning Advisors
California
– -$5.63M -133,422 Closed
P
322
Palladiem
Pennsylvania
– -$5.15M -121,942 Closed
EWA
323
EP Wealth Advisors
California
– -$31.5M -91,267 Closed
LMIM
324
Lockheed Martin Investment Management
Maryland
– -$3.8M -90,000 Closed
AFP
325
Ausdal Financial Partners
Iowa
– -$2.72M -64,401 Closed
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13
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