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Invesco S&P 500 Top 50 ETF
XLG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
251
Evolution Wealth Management
Florida
$892K -$12.5K -217 -1%
MG
252
Mather Group
Illinois
$879K – – –
VPP
253
Vertex Planning Partners
Illinois
$871K -$8.93M -155,517 -91%
TWP
254
Tempus Wealth Planning
California
$859K -$273K -4,760 -23%
DSCM
255
Del-Sette Capital Management
New York
$825K -$32.6K -567 -4%
AWMS
256
Advocacy Wealth Management Services
Georgia
$813K -$65.3M -1,137,510 -99%
CWP
257
Cyndeo Wealth Partners
Florida
$807K -$19.8K -345 -2%
TCWM
258
Total Clarity Wealth Management
Illinois
$796K -$329K -5,729 -28%
KCM
259
Kathmere Capital Management
Pennsylvania
$789K – – –
UAG
260
United Advisor Group
Ohio
$782K +$67.3K +1,172 +9%
AG
261
AlTi Global
New York
$775K +$227K +3,949 +38%
RL
262
Retireful LLC
Michigan
$744K -$12.8K -223 -2%
FFA
263
Florida Financial Advisors
Florida
$742K -$470K -8,190 -38%
NSIM
264
North Star Investment Management
Illinois
$734K +$115 +2 +0%
KCFA
265
Key Client Fiduciary Advisors
New Jersey
$728K +$74.6K +1,298 +11%
AC
266
Avant Capital
Louisiana
$728K -$40.3K -701 -5%
WWA
267
WCG Wealth Advisors
Nevada
$716K -$3.96K -69 -0.5%
SAM
268
Summit Asset Management
Tennessee
$714K – – –
ACA
269
Arsenal Capital Advisors
Pennsylvania
$711K +$121K +2,099 +19%
GDP
270
Great Diamond Partners
Maine
$693K -$316K -5,502 -30%
JIC
271
Joel Isaacson & Co
New York
$691K +$1.03K +18 +0.1%
KFGK
272
Keystone Financial Group (Kentucky)
Kentucky
$691K -$15.8M -274,438 -96%
LAS
273
LWM Advisory Services
Florida
$690K -$1.7M -29,568 -70%
FMWA
274
Forvis Mazars Wealth Advisors
Missouri
$682K +$3.73K +65 +0.5%
NAS
275
NWF Advisory Services
California
$674K -$5.17K -90 -0.7%
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