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Invesco S&P 500 Low Volatility ETF
SPLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
526
Worth Financial Advisory Group
North Carolina
$265K +$361 +6 +0.1%
DA
527
Detalus Advisors
Missouri
$265K -$69.2K -1,149 -21%
G
528
GenTrust
Florida
$265K – – –
ZF
529
Zhang Financial
Michigan
$265K – – –
CFD
530
Creative Financial Designs
Indiana
$263K +$112K +1,854 +79%
RSWM
531
Robertson Stephens Wealth Management
California
$263K -$26.5K -440 -9%
CFGSD
532
Compass Financial Group (South Dakota)
South Dakota
$262K +$1.63K +27 +0.6%
TCOO
533
Trust Company of Oklahoma
Oklahoma
$262K -$166K -2,760 -40%
IPAM
534
Investment Partners Asset Management
New Jersey
$260K +$250K +4,153 New
GVAG
535
Great Valley Advisor Group
Delaware
$260K -$361 -6 -0.1%
FFA
536
Fragasso Financial Advisors
Pennsylvania
$259K -$183K -3,047 -42%
IDA
537
Intelligence Driven Advisers
California
$258K -$724K -12,028 -75%
ESB
538
Essex Savings Bank
Connecticut
$257K – – –
BFO
539
Boston Family Office
Massachusetts
$257K +$247K +4,109 New
FCH
540
Freestone Capital Holdings
Washington
$257K +$1.26K +21 +0.5%
MPW
541
MGO Private Wealth
California
$256K -$16.1K -267 -6%
B
542
Bailard
California
$255K -$114K -1,892 -32%
EWM
543
EPG Wealth Management
Georgia
$253K +$2.17K +36 +0.9%
NDSI
544
Newman Dignan & Sheerar Inc
Rhode Island
$252K – – –
BSW
545
Buckingham Strategic Wealth
Missouri
$251K +$25.5K +423 +12%
MIM
546
Moseley Investment Management
Florida
$251K -$31.4K -522 -12%
MWM
547
Merriman Wealth Management
Washington
$251K -$7.95K -132 -3%
KL
548
KWMG LLC
Kansas
$250K -$53.6K -890 -18%
GGS
549
Galvin Gaustad & Stein
Arizona
$250K – – –
EWA
550
EverSource Wealth Advisors
Alabama
$248K +$89K +1,479 +60%
20 21
22
23 24