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Invesco S&P 500 Low Volatility ETF
SPLV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
601
Winebrenner Capital Management
Kentucky
$239K +$433 +6 +0.2%
OFG
602
Opulen Financial Group
Virginia
$239K +$72 +1 +0%
KFS
603
Kaizen Financial Strategies
California
$238K +$230K +3,185 New
DT
604
Diversified Trust
Tennessee
$237K +$229K +3,173 New
HSA
605
HBK Sorce Advisory
Pennsylvania
$237K -$1.73K -24 -0.8%
CIC
606
Carnegie Investment Counsel
Ohio
$236K +$2.17K +30 +0.9%
DBRC
607
D.B. Root & Company
Pennsylvania
$236K +$217 +3 +0.1%
LWM
608
Lodestone Wealth Management
Washington
$236K +$2.46K +34 +1%
BW
609
Basepoint Wealth
Iowa
$235K +$217 +3 +0.1%
SAM
610
Smartleaf Asset Management
Massachusetts
$233K +$18.5K +256 +9%
WFA
611
Wellspring Financial Advisors
Ohio
$231K -$491K -6,801 -69%
ST
612
Spinnaker Trust
Maine
$230K – – –
T
613
Transce3nd
Texas
$230K -$6.28K -87 -3%
TWM
614
TCFG Wealth Management
California
$229K +$144 +2 +0.1%
CWP
615
Cyndeo Wealth Partners
Florida
$226K +$939 +13 +0.4%
AA
616
Apriem Advisors
California
$224K -$1.3K -18 -0.6%
BWP
617
Balboa Wealth Partners
Arizona
$224K – – –
SIG
618
Stonegate Investment Group
Alabama
$224K – – –
FFB
619
First Financial Bankshares
Texas
$223K – – –
AP
620
Appleton Partners
Massachusetts
$219K -$27.8K -385 -12%
PA
621
Pineridge Advisors
Missouri
$219K +$4.91K +68 +2%
WAM
622
WealthTrust Asset Management
Florida
$218K – – –
SC
623
Savant Capital
Illinois
$218K -$77.6K -1,074 -27%
CI
624
CX Institutional
Indiana
$217K +$210K +2,902 New
CAL
625
Capital Analysts LLC
Pennsylvania
$215K +$6.57K +91 +3%
23 24
25
26 27