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Invesco S&P 500 Low Volatility ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Prosperity Wealth Management
California
$604K -$3.5K -51 -0.6%
RA
377
Rockingstone Advisors
Massachusetts
$598K +$37.1K +540 +7%
Pathstone Holdings
378
Pathstone Holdings
New Jersey
$596K +$137 +2 +0%
MW
379
Marks Wealth
Maryland
$588K +$563K +8,191 New
FA
380
Faithward Advisors
Pennsylvania
$579K +$412 +6 +0.1%
DAM
381
Deltec Asset Management
New York
$574K +$549K +8,000 New
PAG
382
Private Advisory Group
Washington
$572K -$102K -1,487 -16%
QT
383
Quantbot Technologies
New York
$570K +$546K +7,944 New
GFG
384
Goldstone Financial Group
Illinois
$568K +$544K +7,919 New
MCCP
385
Mission Creek Capital Partners
California
$568K +$221K +3,218 +68%
MWA
386
Merkkuri Wealth Advisors
New York
$567K +$2.4K +35 +0.4%
BF
387
BOK Financial
Oklahoma
$566K
EWM
388
EPG Wealth Management
Georgia
$565K +$541K +7,875 New
RFN
389
Redwood Financial Network
Ohio
$562K +$11.7K +171 +2%
RIL
390
Rothschild Investment LLC
Illinois
$560K
VVP
391
Venture Visionary Partners
Ohio
$558K -$116K -1,691 -18%
MWM
392
Modera Wealth Management
New Jersey
$557K
CWM
393
Centurion Wealth Management
Virginia
$556K +$533K +7,755 New
SG
394
StoneX Group
New York
$556K +$74K +1,078 +16%
PIA
395
Panoramic Investment Advisors
Colorado
$552K +$529K +7,699 New
KWA
396
Kingswood Wealth Advisors
California
$552K +$307K +4,468 +138%
BFG
397
Berger Financial Group
Minnesota
$541K -$76.3K -1,111 -13%
AWM
398
Axxcess Wealth Management
California
$537K -$269K -3,921 -34%
OWM
399
OneAscent Wealth Management
Alabama
$530K -$44.8K -653 -8%
ACM
400
AlphaStar Capital Management
North Carolina
$527K +$505K +7,350 New