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Invesco S&P 500 Quality ETF
SPHQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
451
Intrepid Financial Planning Group
Indiana
$415K -$16.6K -230 -4%
BFC
452
Bedel Financial Consulting
Indiana
$413K – – –
GM
453
GeoWealth Management
Illinois
$408K +$356K +4,931 +768%
JSW
454
Journey Strategic Wealth
New Jersey
$408K -$42.9K -595 -10%
BFO
455
Biltmore Family Office
North Carolina
$403K – – –
DAS
456
Diversify Advisory Services
Utah
$402K +$394K +5,453 New
BST
457
Bath Savings Trust
Maine
$400K +$394K +5,462 New
SAI
458
Savvy Advisors Inc
New York
$399K -$25.6K -354 -6%
BWA
459
BCU Wealth Advisors
Illinois
$394K +$938 +13 +0.2%
BOM
460
Bank of Marin
California
$389K -$35.1K -487 -8%
MA
461
Mutual Advisors
Nebraska
$388K +$128K +1,778 +52%
ACA
462
Aspire Capital Advisors
Washington
$386K -$285K -3,952 -43%
CCA
463
Clearwater Capital Advisors
Illinois
$385K – – –
BAM
464
Belpointe Asset Management
Nevada
$384K -$11K -153 -3%
GGS
465
Galvin Gaustad & Stein
Arizona
$384K +$289 +4 +0.1%
LIA
466
LBMC Investment Advisors
Tennessee
$383K – – –
WF
467
WoodTrust Financial
Wisconsin
$381K – – –
VAS
468
Vestmark Advisory Solutions
Massachusetts
$379K +$374K +5,176 New
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$377K -$23.2K -321 -6%
MGW
470
MB Generational Wealth
Washington
$375K +$370K +5,121 New
KPWM
471
KDK Private Wealth Management
Texas
$373K +$367K +5,091 New
MT
472
Midwest Trust
Kansas
$372K – – –
MFG
473
MidWestOne Financial Group
Iowa
$370K – – –
VC
474
Vestor Capital
Illinois
$366K +$210K +2,909 +140%
LWM
475
Lakeridge Wealth Management
Ohio
$361K -$6.86K -95 -2%
17 18
19
20 21