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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$351K -$2.87K -66 -0.8%
SHFP
202
Second Half Financial Partners
Florida
$349K -$12.8K -294 -3%
LSPW
203
Lake Street Private Wealth
Illinois
$345K -$11.9K -273 -3%
CFGS
204
Concourse Financial Group Securities
Alabama
$334K -$436 -10 -0.1%
PWM
205
Perigon Wealth Management
California
$329K – – –
FHC
206
First Heartland Consultants
Missouri
$329K -$4.7K -108 -1%
CG
207
Clarus Group
Texas
$316K -$1.26K -29 -0.4%
CWG
208
Crown Wealth Group
North Carolina
$311K -$43.6K -1,000 -12%
SMC
209
Smith, Moore & Co
Missouri
$304K +$2.61K +60 +0.8%
FPAS
210
Focus Partners Advisor Solutions
Missouri
$296K +$305K +7,007 New
CAL
211
Capital Advisors Ltd
Ohio
$287K -$13.5K -310 -4%
WA
212
Wealth Alliance
New York
$285K +$2.96K +68 +1%
NCM
213
NCM Capital Management
New Jersey
$283K -$162K -3,712 -36%
VA
214
Valmark Advisers
Ohio
$282K +$291K +6,686 New
FCA
215
FinTrust Capital Advisors
South Carolina
$278K – – –
BLC
216
Brown, Lisle/Cummings
Rhode Island
$276K – – –
FPFS
217
First Personal Financial Services
North Carolina
$272K – – –
JIR
218
James Investment Research
Ohio
$267K -$117K -2,697 -30%
BAM
219
BOS Asset Management
Illinois
$262K -$15.7K -360 -5%
RJT
220
Raymond James Trust
Florida
$261K +$53.4K +1,226 +25%
GI
221
Gradient Investments
Minnesota
$261K +$131 +3 +0%
ES
222
Eagle Strategies
New York
$259K – – –
HI
223
Harbour Investments
Wisconsin
$259K +$16.4K +376 +7%
AWA
224
Arkadios Wealth Advisors
Georgia
$258K +$7.19K +165 +3%
DAS
225
Dynamic Advisor Solutions
Arizona
$255K -$488K -11,198 -65%
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9
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