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Invesco S&P 500 Low Volatility ETF
SPLV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$272K +$1.14K +18 +0.4%
RSWM
402
Robertson Stephens Wealth Management
California
$270K – – –
PMFA
403
Plante Moran Financial Advisors
Michigan
$269K – – –
CW
404
CreativeOne Wealth
Kansas
$268K -$504 -8 -0.2%
BFA
405
Beacon Financial Advisory
Ohio
$266K +$63 +1 +0%
NCM
406
Noesis Capital Mangement
Florida
$266K +$31.5K +500 +13%
CWP
407
CFM Wealth Partners
Texas
$262K – – –
TC
408
Telemus Capital
Michigan
$258K – – –
CCP
409
Corient Capital Partners
California
$256K -$59.3K -941 -18%
AA
410
Advisory Alpha
Michigan
$256K +$265K +4,211 New
MWM
411
Merriman Wealth Management
Washington
$253K +$820 +13 +0.3%
CPFP
412
Clear Perspectives Financial Planning
Ohio
$252K – – –
PMG
413
ProVise Management Group
Florida
$251K -$21.4K -339 -8%
MCWS
414
McKinley Carter Wealth Services
West Virginia
$246K -$28.2K -447 -10%
S
415
SignatureFD
Georgia
$246K +$63 +1 +0%
NDSI
416
Newman Dignan & Sheerar Inc
Rhode Island
$245K – – –
GI
417
Gradient Investments
Minnesota
$241K -$68.8K -1,092 -22%
RPG
418
Resource Planning Group
Georgia
$239K – – –
EWM
419
EPG Wealth Management
Georgia
$239K +$247K +3,922 New
TCMP
420
Thrive Capital Management (Pennsylvania)
Pennsylvania
$239K +$247K +3,924 New
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$236K +$143K +2,268 +141%
YIH
422
Y-Intercept (HK)
Hong Kong
$235K +$243K +3,859 New
SCA
423
Snowden Capital Advisors
New York
$234K – – –
CC
424
Cassaday & Co
Virginia
$231K -$33.4K -530 -12%
RIA
425
Regal Investment Advisors
Michigan
$230K +$238K +3,778 New
15 16
17
18 19