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Invesco S&P 500 Quality ETF
SPHQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
351
CreativeOne Wealth
Kansas
$1.07M +$12.2K +164 +1%
BCM
352
Brookstone Capital Management
Illinois
$1.05M +$42.8K +576 +4%
IC
353
IEQ Capital
California
$1.05M +$82.6K +1,112 +9%
TCWM
354
Total Clarity Wealth Management
Illinois
$1.04M -$65.1K -876 -6%
CAG
355
Curtis Advisory Group
California
$1.03M +$483K +6,500 +91%
FAL
356
Focused Alpha LLC
Colorado
$1.02M +$1.01M +13,626 New
SA
357
Sovran Advisors
California
$1.02M +$200K +2,693 +26%
WA
358
Win Advisors
Florida
$1.01M +$1M +13,466 New
SWM
359
Sherman Wealth Management
Maryland
$1M +$993K +13,366 New
KCP
360
Kera Capital Partners
California
$998K – – –
AAS
361
Ameritas Advisory Services
Nebraska
$993K -$338K -4,557 -26%
KIM
362
Kane Investment Management
California
$987K -$339K -4,568 -26%
HFW
363
Horizon Family Wealth
Illinois
$986K +$143K +1,928 +17%
AMCA
364
Arthur M. Cohen & Associates
Illinois
$982K – – –
AAMA
365
Advanced Asset Management Advisors
Ohio
$982K +$682K +9,178 +235%
OAS
366
Optivise Advisory Services
Tennessee
$962K +$227K +3,060 +31%
EFA
367
Evernest Financial Advisors
Indiana
$961K – – –
KWA
368
Kingswood Wealth Advisors
California
$961K -$14.9K -200 -2%
PWM
369
Perigon Wealth Management
California
$956K -$31.4K -423 -3%
RFN
370
Redwood Financial Network
Ohio
$951K -$179K -2,412 -16%
OC
371
Oppenheimer & Co
New York
$944K -$17.2K -232 -2%
BWG
372
Balanced Wealth Group
Ohio
$937K +$446 +6 +0%
RPCA
373
Running Point Capital Advisors
California
$930K -$30.2K -406 -3%
CGA
374
Crescent Grove Advisors
Illinois
$903K – – –
OIA
375
OneDigital Investment Advisors
Kansas
$898K +$223 +3 +0%
13 14
15
16 17