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Invesco S&P 500 Quality ETF
SPHQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
526
Prosperity Financial Group
California
$336K +$119K +1,527 +52%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$334K -$29.5K -380 -8%
AWM
528
Apollon Wealth Management
South Carolina
$331K +$35.1K +452 +11%
MWA
529
Medallion Wealth Advisors
Connecticut
$329K -$18K -232 -5%
MT
530
Midwest Trust
Kansas
$328K -$61.1K -786 -15%
SWM
531
SHP Wealth Management
Massachusetts
$327K +$467 +6 +0.1%
JSW
532
Journey Strategic Wealth
New Jersey
$327K -$6.76K -87 -2%
VRM
533
Vectors Research Management
New York
$324K – – –
WIM
534
WealthPlan Investment Management
Nebraska
$324K +$335K +4,310 New
ANTB
535
AMG National Trust Bank
Colorado
$323K – – –
CL
536
Choreo LLC
Illinois
$323K +$49.5K +636 +17%
OFS
537
Opus Financial Solutions
Illinois
$321K -$12K -154 -3%
MWM
538
Maltin Wealth Management
New Jersey
$321K – – –
STA
539
Summit Trail Advisors
New York
$320K – – –
AWM
540
Avaii Wealth Management
Wisconsin
$319K +$41.8K +537 +14%
DE
541
Diversified Enterprises
Delaware
$319K +$467 +6 +0.1%
GT
542
Glenmede Trust
Pennsylvania
$318K +$240K +3,082 +268%
WANY
543
Wealthspire Advisors (New York)
New York
$315K +$855 +11 +0.3%
BRPW
544
Ballast Rock Private Wealth
South Carolina
$312K +$26.1K +336 +9%
ACM
545
Armbruster Capital Management
New York
$301K – – –
EFG
546
Everhart Financial Group
Ohio
$285K – – –
OAM
547
Oppenheimer Asset Management
New York
$285K -$13.7K -176 -4%
CC
548
Courier Capital
New York
$284K – – –
HIMS
549
Hager Investment Management Services
New Hampshire
$281K – – –
MCWS
550
McKinley Carter Wealth Services
West Virginia
$281K -$9.33K -120 -3%
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