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Invesco S&P 500 Low Volatility ETF
SPLV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
351
Perigon Wealth Management
California
$722K -$961K -13,361 -57%
V
352
ViaWealth
Kansas
$719K -$33.7K -468 -4%
LFAS
353
Level Four Advisory Services
Texas
$712K -$3.81K -53 -0.5%
TWM
354
TopTier Wealth Management
Wisconsin
$711K +$716K +9,951 New
WI
355
Westbourne Investments
Virginia
$707K -$40.3K -560 -5%
DC
356
Davenport & Co
Virginia
$707K -$193K -2,689 -21%
SIM
357
Synergy Investment Management
Florida
$702K +$23K +320 +3%
DFA
358
DHJJ Financial Advisors
Illinois
$692K -$91.9K -1,278 -12%
FCAS
359
First Command Advisory Services
Texas
$682K -$46.9K -652 -6%
HP
360
Holistic Planning
Texas
$679K -$85.4K -1,188 -11%
IWC
361
Integrated Wealth Concepts
Massachusetts
$673K -$656K -9,128 -49%
SG
362
StoneX Group
New York
$668K +$30.6K +425 +5%
GWMR
363
GC Wealth Management RIA
Massachusetts
$662K – – –
RDWM
364
Red Door Wealth Management
Tennessee
$658K +$575 +8 +0.1%
VAM
365
Verity Asset Management
North Carolina
$653K +$36.1K +502 +6%
BFA
366
Beaumont Financial Advisors
Massachusetts
$645K -$35.3K -491 -5%
CI
367
CX Institutional
Indiana
$642K +$135K +1,876 +26%
TWC
368
TD Waterhouse Canada
Ontario, Canada
$636K +$36K +500 +6%
JSW
369
Journey Strategic Wealth
New Jersey
$628K -$229K -3,182 -27%
BKA
370
Brick & Kyle Associates
Pennsylvania
$627K -$93.6K -1,302 -13%
SCA
371
Snowden Capital Advisors
New York
$626K +$51.6K +717 +9%
IFPG
372
Intrepid Financial Planning Group
Indiana
$625K -$2.52K -35 -0.4%
WIA
373
World Investment Advisors
California
$613K +$34.7K +482 +6%
IAIM
374
International Assets Investment Management
Florida
$613K -$113K -1,568 -15%
GSEP
375
Golden State Equity Partners
California
$611K +$7.77K +108 +1%
13 14
15
16 17