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Invesco S&P 500 Low Volatility ETF
SPLV

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