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Invesco S&P 500 Value with Momentum ETF
SPVM

Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$17.2M +$15.5M +234,480 +1,198%
BWG
2
Beta Wealth Group
California
$11.8M -$217K -3,285 -2%
CWMGP
3
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.7M +$367K +5,568 +4%
LPL Financial
4
LPL Financial
California
$9.44M +$1.54M +23,353 +20%
Bank of America
5
Bank of America
North Carolina
$2.53M +$7.52K +114 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$1.51M +$76.2K +1,155 +5%
Ameriprise
7
Ameriprise
Minnesota
$1.3M +$57.3K +868 +5%
IA
8
IFG Advisory
Georgia
$850K – – –
Jones Financial Companies
9
Jones Financial Companies
Missouri
$601K +$232K +3,519 +66%
CFG
10
Cooper Financial Group
California
$554K -$95.1K -1,442 -15%
PTC
11
Private Trust Company
Ohio
$313K – – –
NA
12
NewEdge Advisors
Louisiana
$310K -$20.2K -306 -6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$243K -$66K -1,000 -22%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$210K +$205K +3,100 New
Osaic Holdings
15
Osaic Holdings
Arizona
$107K +$132 +2 +0.1%
KAS
16
Kestra Advisory Services
Texas
$74.8K +$72.8K +1,103 New
ACM
17
Accent Capital Management
Ohio
$67.8K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$54K +$5.48K +83 +12%
SAG
19
SageView Advisory Group
California
$42.9K +$41.8K +634 New
AF
20
Abound Financial
California
$37.9K +$36.9K +559 New
LFG
21
Larson Financial Group
Missouri
$37.1K +$36.2K +548 New
CA
22
Clearstead Advisors
Ohio
$27.1K – – –
SIS
23
Sound Income Strategies
Florida
$14.5K +$13.8K +209 New
IAIM
24
International Assets Investment Management
Florida
$10.2K +$9.9K +150 New
IA
25
IFP Advisors
Florida
$4.2K +$4.09K +62 New
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