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Invesco S&P 500 Top 50 ETF
XLG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
276
Briggs Wealth Management
Connecticut
$670K +$353K +6,148 +100%
LA
277
Latitude Advisors
Florida
$665K +$241K +4,199 +53%
MWM
278
McNaughton Wealth Management
California
$654K -$8.9M -154,936 -93%
SIC
279
Samalin Investment Counsel
New York
$634K +$2.7K +47 +0.4%
CFG
280
Cooper Financial Group
California
$634K +$35.3K +615 +6%
BEI
281
Benjamin Edwards Inc
Missouri
$629K -$8.96K -156 -1%
BAAM
282
Baker Avenue Asset Management
California
$627K -$14.9K -260 -2%
SWM
283
Selective Wealth Management
Virginia
$624K -$28.7K -500 -5%
USCWA
284
U.S. Capital Wealth Advisors
Texas
$623K -$4.85M -84,483 -88%
IA
285
Insight Advisors
Pennsylvania
$619K +$22.9K +398 +4%
FHC
286
First Heartland Consultants
Missouri
$619K -$62K -1,079 -9%
CL
287
Choreo LLC
Illinois
$618K +$345 +6 +0.1%
KBFS
288
Kohmann Bosshard Financial Services
Ohio
$605K – – –
F4L
289
Fortune 45 LLC
Louisiana
$600K -$33.9K -591 -5%
FWA
290
FOCUS Wealth Advisors
Texas
$596K – – –
CWS
291
Cypress Wealth Services
California
$593K -$6.2K -108 -1%
SMC
292
Smith, Moore & Co
Missouri
$590K +$89.3K +1,555 +17%
VBCG
293
Valley Brook Capital Group
Pennsylvania
$585K +$167K +2,913 +37%
IRC
294
Investors Research Corp
Georgia
$584K +$80.3K +1,398 +15%
PWM
295
Partners Wealth Management
California
$580K – – –
SC
296
Savant Capital
Illinois
$551K +$42.8K +746 +8%
WAG
297
Wilkerson Advisory Group
Missouri
$551K – – –
GSIS
298
Global Strategic Investment Solutions
Arizona
$550K +$1.03K +18 +0.2%
AO
299
Advisor OS
Illinois
$549K +$578K +10,060 New
GSIAS
300
Garden State Investment Advisory Services
New Jersey
$544K +$84K +1,462 +17%
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