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Invesco S&P 500 Value with Momentum ETF
SPVM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$14.4M -$204K -2,836 -1%
BWG
2
Beta Wealth Group
California
$12.9M +$97.8K +1,360 +0.8%
CWMGP
3
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.5M +$585K +8,137 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$5.7M +$1.64M +22,747 +42%
Bank of America
5
Bank of America
North Carolina
$3.14M +$724K +10,070 +31%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$2.37M +$998K +13,884 +79%
PIA
7
Perennial Investment Advisors
California
$2.13M +$1.44M +19,972 +231%
HI
8
Harbour Investments
Wisconsin
$1.64M +$97.5K +1,356 +7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.48M -$4.03K -56 -0.3%
Ameriprise
10
Ameriprise
Minnesota
$1.45M -$70.5K -980 -5%
IA
11
IFG Advisory
Georgia
$1.13M +$1.09M +15,216 New
TFS
12
Thoroughbred Financial Services
Tennessee
$1.05M +$402K +5,592 +65%
Morgan Stanley
13
Morgan Stanley
New York
$946K +$398K +5,528 +77%
Osaic Holdings
14
Osaic Holdings
Arizona
$798K +$309K +4,298 +67%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$632K +$184K +2,556 +43%
Citadel Advisors
16
Citadel Advisors
Florida
$377K +$365K +5,070 New
BCA
17
Bay Colony Advisors
Massachusetts
$374K +$362K +5,032 New
PTC
18
Private Trust Company
Ohio
$344K – – –
NA
19
NewEdge Advisors
Louisiana
$340K -$602K -8,377 -65%
NF
20
Nvest Financial
New Hampshire
$310K +$300K +4,171 New
CFG
21
Cooper Financial Group
California
$310K -$180K -2,503 -38%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$276K +$267K +3,715 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$247K +$235K +3,270 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$230K -$7.84K -109 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$208K +$201K +2,795 New
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