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Invesco S&P 500 Quality ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
Simplicity Solutions
Minnesota
$279K +$265K +7,623 New
EWF
127
Epstein & White Financial
California
$275K +$1.18K +34 +0.5%
NWP
128
Northstar Wealth Partners
Connecticut
$269K +$42.4K +1,218 +20%
CFD
129
Creative Financial Designs
Indiana
$268K -$13.8K -396 -5%
AAM
130
Augustine Asset Management
Florida
$256K +$4.7K +135 +2%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$255K -$6.3K -181 -3%
B
132
Bridgeworth
Alabama
$243K +$2.26K +65 +1%
SWA
133
Stratos Wealth Advisors
Ohio
$241K +$348 +10 +0.2%
WAM
134
Wealthspire Advisors (Maryland)
Maryland
$237K +$1.01K +29 +0.4%
PPP
135
Private Portfolio Partners
New Jersey
$232K +$9.4K +270 +4%
VC
136
Veracity Capital
Georgia
$219K +$209K +6,000 New
BF
137
BOK Financial
Oklahoma
$218K
GAG
138
GM Advisory Group
New York
$216K +$206K +5,903 New
AIM
139
Axiom Investment Management
New York
$214K +$47K +1,350 +30%
PA
140
Pinnacle Associates
New York
$214K +$204K +5,848 New
PAS
141
Partnervest Advisory Services
California
$201K +$191K +5,499 New
GWM
142
Geneos Wealth Management
Colorado
$196K -$114K -3,266 -38%
Citigroup
143
Citigroup
New York
$185K -$3.48K -100 -2%
CIR
144
Clear Investment Research
Georgia
$163K
AA
145
Advisory Alpha
Michigan
$162K
US Bancorp
146
US Bancorp
Minnesota
$161K -$53.7K -1,541 -26%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$158K -$7.83K -225 -5%
VFA
148
Valeo Financial Advisors
Indiana
$140K +$40.9K +1,175 +45%
HIM
149
HawsGoodwin Investment Management
Tennessee
$140K +$134K +3,840 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$137K