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Invesco S&P 500 High Dividend Low Volatility ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$8K – – –
LNB
202
Ledyard National Bank
$7K – – –
TFA
203
Transamerica Financial Advisors
Florida
$6K -$5.88M -144,153 -100%
WAM
204
Wealthspire Advisors (Maryland)
Maryland
$5K -$48.9K -1,200 -90%
AWM
205
AllSquare Wealth Management
New York
$5K +$4.81K +118 New
LFG
206
LifePlan Financial Group
Ohio
$2K +$1.92K +47 New
WCM
207
Whitener Capital Management
North Carolina
$2K +$2.57K +63 New
SI
208
SII Investments
Wisconsin
– -$11M -258,814 Closed
TA
209
TMD & Associates
Arizona
– -$8.01M -188,664 Closed
Millennium Management
210
Millennium Management
New York
– -$2.14M -50,474 Closed
FPCM
211
Financial Partners Capital Management
New York
– -$1.63M -38,413 Closed
DAS
212
Dynamic Advisor Solutions
Arizona
– -$1.53M -35,945 Closed
IH
213
IFC Holdings
Florida
– -$1.48M -34,828 Closed
BAM
214
Belpointe Asset Management
Nevada
– -$1.48M -34,784 Closed
AFNAS
215
American Financial Network Advisory Services
California
– -$592K -13,961 Closed
CIAS
216
Capital Investment Advisory Services
North Carolina
– -$559K -13,174 Closed
FAIM
217
Financial Advocates Investment Management
Washington
– -$489K -11,525 Closed
NWP
218
Northstar Wealth Partners
Connecticut
– -$431K -10,066 Closed
ACI
219
Alpha Cubed Investments
California
– -$402K -9,485 Closed
DC
220
Davenport & Co
Virginia
– -$338K -7,960 Closed
Jones Financial Companies
221
Jones Financial Companies
Missouri
– -$290K -6,824 Closed
KWM
222
Kingsview Wealth Management
Oregon
– -$246K -5,809 Closed
FA
223
FCG Advisors
New Jersey
– -$232K -5,466 Closed
NWS
224
Newport Wealth Strategies
California
– -$228K -5,378 Closed
ACM
225
Alpha Capital Management
Texas
– -$221K -5,204 Closed