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Invesco S&P 500 Momentum ETF
SPMO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
Perigon Wealth Management
California
$21M +$1.64M +13,892 +8%
SF
52
Seros Financial
Arizona
$20.9M -$4.37M -36,969 -17%
CW
53
CreativeOne Wealth
Kansas
$20.8M +$1.8M +15,215 +9%
BOC
54
Bull Oak Capital
California
$19.7M +$2.07M +17,488 +11%
TFS
55
Thoroughbred Financial Services
Tennessee
$19.1M +$2.58M +21,790 +15%
TWP
56
Triad Wealth Partners
Kansas
$18.6M +$6.64M +56,175 +51%
RA
57
RFG Advisory
Alabama
$18.6M +$1.15M +9,723 +6%
FEG
58
Financial Enhancement Group
Indiana
$17.8M +$1.16M +9,775 +8%
FIS
59
Fischer Investment Strategies
California
$17.1M -$5.82M -49,234 -24%
AWA
60
Adapt Wealth Advisors
Georgia
$16.8M +$920K +7,783 +5%
CIAS
61
CFS Investment Advisory Services
New Jersey
$16.7M +$30.3K +256 +0.2%
MWM
62
Modern Wealth Management
Kansas
$16.7M +$2.03M +17,208 +13%
MF
63
Manchester Financial
California
$16.3M +$3.72M +31,519 +28%
PAS
64
Park Avenue Securities
New York
$16M +$1.59M +13,474 +10%
AWG
65
Altus Wealth Group
Colorado
$15.9M -$329K -2,781 -2%
VVP
66
Venture Visionary Partners
Ohio
$15.8M +$2.81M +23,777 +20%
NA
67
NewEdge Advisors
Louisiana
$15.8M +$565K +4,783 +4%
LCWM
68
Legacy Capital Wealth Management
Texas
$15.6M +$614K +5,196 +4%
IA
69
Integrity Alliance
Iowa
$15.4M +$1.07M +9,030 +7%
TC
70
Trilogy Capital
California
$15.3M -$219K -1,855 -1%
JEST
71
JTC Employer Solutions Trustee
Jersey
$14.9M – – –
KW
72
KWB Wealth
California
$14.7M -$193K -1,635 -1%
SO
73
Sierra Ocean
California
$14.7M +$618K +5,230 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$14.4M +$1.83M +15,486 +14%
HGWM
75
Horst & Graben Wealth Management
Oregon
$14.4M +$865K +7,317 +7%
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