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Invesco S&P 500 Top 50 ETF
XLG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
Waddell & Associates
Tennessee
$311K – – –
SG
402
Somerset Group
Minnesota
$310K – – –
EFG
403
Embree Financial Group
Illinois
$309K -$22.1K -362 -7%
CC
404
Citrine Capital
California
$308K +$1.59K +26 +0.5%
BWA
405
BlueChip Wealth Advisors
Georgia
$307K – – –
MTIC
406
Missouri Trust & Investment Company
Missouri
$307K -$20.8K -341 -6%
WA
407
Wealth Architects
California
$305K – – –
XPN
408
XY Planning Network
Montana
$302K +$301K +4,931 New
BONH
409
Bank of New Hampshire
New Hampshire
$300K -$34.8K -570 -10%
GC
410
Guidance Capital
Kentucky
$300K – – –
MIFH
411
Migdal Insurance & Financial Holdings
Israel
$297K – – –
KLI
412
Kelman-Lazarov Inc
Tennessee
$295K +$122 +2 +0%
SA
413
Stewardship Advisors
Pennsylvania
$284K -$28.3K -463 -9%
MWA
414
Medallion Wealth Advisors
Connecticut
$281K -$39.4K -645 -12%
PFA
415
Professional Financial Advisors
Nebraska
$280K – – –
RFC
416
Regions Financial Corp
Alabama
$279K +$22.6K +371 +9%
CCM
417
Coldstream Capital Management
Washington
$278K -$23.8K -390 -8%
PAS
418
Park Avenue Securities
New York
$275K +$275K +4,499 New
MWM
419
MinichMacGregor Wealth Management
New York
$274K +$10.1K +166 +4%
FA
420
Fiduciary Alliance
South Carolina
$264K -$18.2K -298 -6%
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
$263K -$329K -5,393 -56%
GPFA
422
Game Plan Financial Advisors
Ohio
$261K – – –
OP
423
Oath Planning
Oklahoma
$261K +$549 +9 +0.2%
FFWM
424
Future Financial Wealth Management
Ohio
$259K -$56K -917 -18%
KNFPWM
425
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$258K -$48.2K -790 -16%
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