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Invesco S&P 500 Low Volatility ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
351
Cary Street Partners Investment Advisory
Virginia
$655K +$132K +2,038 +24%
CFMC
352
Curbstone Financial Management Corp
New Hampshire
$650K -$116K -1,800 -15%
WF
353
Warner Financial
Maryland
$648K
ARC
354
Advisor Resource Council
Texas
$645K +$672K +10,397 New
BFC
355
Bedel Financial Consulting
Indiana
$642K +$129 +2 +0%
WWMSC
356
Wagner Wealth Management (South Carolina)
South Carolina
$640K -$664K -10,264 -50%
SMA
357
Sage Mountain Advisors
Georgia
$639K
CAG
358
Compass Advisory Group
New York
$638K +$158K +2,440 +31%
SWP
359
Summit Wealth Partners
Florida
$638K -$29.1K -450 -4%
HFA
360
High Falls Advisors
New York
$631K +$1.55K +24 +0.2%
BC
361
Bartlett & Co
Ohio
$628K +$654K +10,121 New
BCWM
362
Bartlett & Co Wealth Management
Ohio
$628K +$654K +10,121 New
MIM
363
Merrion Investment Management
New Jersey
$620K
RFN
364
Redwood Financial Network
Ohio
$608K +$4.66K +72 +0.7%
CWA
365
Clearview Wealth Advisors
Oregon
$606K -$171K -2,642 -21%
WS
366
Wedbush Securities
California
$606K +$7.11K +110 +1%
VA
367
Valmark Advisers
Ohio
$603K -$84.1K -1,301 -12%
VVP
368
Venture Visionary Partners
Ohio
$583K -$9.7K -150 -2%
WA
369
Waverly Advisors
Alabama
$578K -$29.8K -461 -5%
BFG
370
Berger Financial Group
Minnesota
$577K +$25.1K +388 +4%
Brown Advisory
371
Brown Advisory
Maryland
$572K +$146K +2,254 +32%
CBFP
372
Cedar Brook Financial Partners
Ohio
$571K +$1.94K +30 +0.3%
RDWM
373
Red Door Wealth Management
Tennessee
$570K
WCG
374
Weaver Consulting Group
California
$566K +$307K +4,748 +108%
JWS
375
Juncture Wealth Strategies
Arizona
$562K -$54.3K -840 -8%