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Invesco S&P 500 Low Volatility ETF
SPLV

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
526
Robertson Stephens Wealth Management
California
$291K – – –
FWP
527
Falcon Wealth Planning
California
$289K -$63 -1 -0%
AF
528
Advisornet Financial
Minnesota
$287K +$207K +3,303 +260%
MIM
529
Moseley Investment Management
Florida
$284K -$2.82K -45 -1%
CAWM
530
Capital Advisors Wealth Management
Washington
$282K -$117K -1,869 -29%
GA
531
Gateway Advisory
New Jersey
$276K -$41.6K -665 -13%
CAG
532
Curtis Advisory Group
California
$276K – – –
ACM
533
Advance Capital Management
Michigan
$274K +$273K +4,355 New
AL
534
ACAS LLC
California
$271K -$52K -830 -16%
CFS
535
CRA Financial Services
New Jersey
$268K +$313 +5 +0.1%
WFAG
536
Worth Financial Advisory Group
North Carolina
$268K -$35.1K -561 -12%
WCG
537
Weaver Consulting Group
California
$268K -$144K -2,298 -35%
G
538
GenTrust
Florida
$266K – – –
ZF
539
Zhang Financial
Michigan
$265K – – –
HBW
540
Hazlett, Burt & Watson
West Virginia
$263K +$188 +3 +0.1%
CFGSD
541
Compass Financial Group (South Dakota)
South Dakota
$260K +$1.38K +22 +0.5%
MWM
542
Merriman Wealth Management
Washington
$258K +$1.06K +17 +0.4%
FAT
543
First American Trust
California
$258K -$59.4K -949 -19%
ESB
544
Essex Savings Bank
Connecticut
$258K – – –
FCH
545
Freestone Capital Holdings
Washington
$256K – – –
SFS
546
Security Financial Services
Indiana
$254K +$253K +4,041 New
NDSI
547
Newman Dignan & Sheerar Inc
Rhode Island
$253K -$25K -400 -9%
IGWM
548
ICA Group Wealth Management
Colorado
$253K +$1.19K +19 +0.5%
GGS
549
Galvin Gaustad & Stein
Arizona
$250K – – –
LNWWM
550
Laird Norton Wetherby Wealth Management
California
$250K +$63 +1 +0%
20 21
22
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