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Invesco S&P 500 Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
501
Sarver Vrooman Wealth Advisors
Missouri
$147K
AFG
502
Albion Financial Group
Utah
$140K +$135K +1,155 New
SIS
503
Sound Income Strategies
Florida
$139K +$71.6K +615 +116%
TSMHT
504
Thurston Springer Miller Herd & Titak
Indiana
$132K -$511K -4,385 -80%
ACA
505
Aptus Capital Advisors
Alabama
$126K +$121K +1,039 New
AF
506
Advisornet Financial
Minnesota
$116K +$233 +2 +0.2%
BWAM
507
Boyd Watterson Asset Management
Ohio
$105K +$101K +870 New
TCOV
508
Trust Company of Vermont
Vermont
$93.3K -$6.52K -56 -7%
CA
509
Clearstead Advisors
Ohio
$89.2K +$85.8K +737 New
TCM
510
Tradewinds Capital Management
Washington
$83.8K +$39.4K +338 +95%
RFP
511
Root Financial Partners
California
$80.1K +$77.1K +662 New
GFWA
512
Grey Fox Wealth Advisors
Delaware
$74.6K +$71.8K +616 New
SWP
513
Strategic Wealth Partners
Ohio
$72.6K +$69.9K +600 New
CPG
514
Cornerstone Planning Group
New Jersey
$71.4K +$68.3K +586 New
RFS
515
Richardson Financial Services
Massachusetts
$70.9K -$91.7K -787 -57%
GEA
516
Glen Eagle Advisors
New Jersey
$69K +$66.4K +570 New
EWA
517
EverSource Wealth Advisors
Alabama
$68.2K +$58.9K +506 +888%
DWA
518
Delos Wealth Advisors
Texas
$66.7K +$64.2K +551 New
LWMI
519
Legacy Wealth Management (Idaho)
Idaho
$66.2K -$4.54K -39 -7%
BF
520
BOK Financial
Oklahoma
$65.1K +$62.7K +538 New
WANY
521
Wealthspire Advisors (New York)
New York
$63.8K +$61.4K +527 New
FDW
522
Fourth Dimension Wealth
Ohio
$60.5K +$11.6K +100 +25%
OWP
523
ORG Wealth Partners
Texas
$52.2K
CIAS
524
Capital Investment Advisory Services
North Carolina
$51K +$23.3K +200 +90%
MCM
525
MAI Capital Management
Ohio
$50.2K +$48.3K +415 New