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Invesco S&P 500 Quality ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Foundations Investment Advisors
401
Foundations Investment Advisors
Arizona
$877K +$89.5K +1,151 +11%
SW
402
SlateStone Wealth
Florida
$876K – – –
Waldron Private Wealth
403
Waldron Private Wealth
Pennsylvania
$855K – – –
SFS
404
Symphony Financial Services
Ohio
$849K -$5.6K -72 -0.6%
Brown Advisory
405
Brown Advisory
Maryland
$843K -$13K -167 -1%
NL
406
NWAM LLC
Washington
$838K – – –
Independent Financial Group
407
Independent Financial Group
California
$837K +$9.56K +123 +1%
KIA
408
Kraematon Investment Advisors
Massachusetts
$836K +$855 +11 +0.1%
Foster Group
409
Foster Group
Iowa
$829K -$4.9K -63 -0.6%
TPA
410
Trivium Point Advisory
Connecticut
$827K – – –
5NPW
411
55 North Private Wealth
Florida
$821K +$849K +10,919 New
EverSource Wealth Advisors
412
EverSource Wealth Advisors
Alabama
$819K +$329K +4,227 +63%
CAAS
413
Capital Asset Advisory Services
Michigan
$801K -$74.4K -957 -9%
DFG
414
Dupree Financial Group
Kentucky
$792K -$30.5K -392 -4%
Pinnacle Associates
415
Pinnacle Associates
New York
$790K +$164K +2,113 +25%
Arax Advisory Partners
416
Arax Advisory Partners
Colorado
$784K -$51.6K -663 -6%
Glenview Trust
417
Glenview Trust
Kentucky
$771K – – –
Waverly Advisors
418
Waverly Advisors
Alabama
$765K -$30.1K -387 -4%
Stephens Inc
419
Stephens Inc
Arkansas
$759K +$383K +4,925 +95%
SCM
420
Steele Capital Management
Iowa
$757K – – –
BBWP
421
Beacon Bridge Wealth Partners
Pennsylvania
$748K +$32.6K +419 +4%
RWP
422
Ridgeline Wealth Planning
Ohio
$733K +$6.84K +88 +0.9%
BPAMU
423
BTG Pactual Asset Management US
New York
$730K +$755K +9,705 New
GEA
424
Glen Eagle Advisors
New Jersey
$724K – – –
NCM
425
Next Capital Management
New York
$716K -$162K -2,080 -18%