SPLV icon

Invesco S&P 500 Low Volatility ETF
SPLV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
401
Clearview Wealth Advisors
Oregon
$537K -$31.7K -501 -5%
RDWM
402
Red Door Wealth Management
Tennessee
$531K – – –
FIA
403
Foundations Investment Advisors
Arizona
$516K +$565K +8,926 New
FIM
404
Freedom Investment Management
Connecticut
$512K -$6.45K -102 -1%
PTC
405
Private Trust Company
Ohio
$509K +$61K +965 +12%
WA
406
Waverly Advisors
Alabama
$506K -$35.7K -564 -6%
JWS
407
Juncture Wealth Strategies
Arizona
$505K -$21.5K -340 -4%
APA
408
Astoria Portfolio Advisors
New York
$504K +$56.7K +897 +11%
WWMSC
409
Wagner Wealth Management (South Carolina)
South Carolina
$500K -$107K -1,688 -16%
HWMA
410
Heritage Wealth Management (Arizona)
Arizona
$500K -$885 -14 -0.2%
GC
411
Gratus Capital
Georgia
$500K +$547K +8,644 New
PP
412
Paloma Partners
Connecticut
$494K -$999K -15,789 -65%
GPA
413
Guerra Pan Advisors
New Jersey
$490K – – –
SWM
414
Spire Wealth Management
Virginia
$488K -$3.06M -48,328 -85%
PAG
415
Private Advisory Group
Washington
$484K -$3.02M -47,742 -85%
FA
416
Faithward Advisors
Pennsylvania
$481K +$569 +9 +0.1%
LFAS
417
Level Four Advisory Services
Texas
$480K – – –
P
418
&Partners
Tennessee
$478K – – –
GT
419
Glenmede Trust
Pennsylvania
$475K -$47.7K -754 -8%
SWA
420
SFMG Wealth Advisors
Texas
$474K +$50.3K +795 +11%
IWC
421
Integrated Wealth Concepts
Massachusetts
$466K +$108K +1,715 +27%
V
422
Veritable
Delaware
$463K – – –
PA
423
Pinnacle Associates
New York
$463K +$63 +1 +0%
GLLW
424
Graves Light Lenhart Wealth
Virginia
$462K -$29K -459 -5%
SHA
425
Seneca House Advisors
Virginia
$461K -$22K -348 -4%
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17
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