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Invesco S&P 500 Top 50 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
Briggs Wealth Management
Connecticut
$364K +$361K +6,134 New
AP
452
Americana Partners
Texas
$353K
Neuberger Berman Group
453
Neuberger Berman Group
New York
$352K
HP
454
Holistic Planning
Texas
$350K -$22.5K -383 -6%
BWM
455
BCS Wealth Management
Tennessee
$350K +$347K +5,900 New
GC
456
Grimes & Company
Massachusetts
$345K +$48.4K +824 +16%
SIA
457
Soltis Investment Advisors
Utah
$341K -$7K -119 -2%
TWP
458
Triad Wealth Partners
Kansas
$340K +$42.3K +720 +14%
LFAS
459
Level Four Advisory Services
Texas
$340K +$39.9K +678 +13%
WDL
460
Well Done LLC
Michigan
$339K
TRCT
461
Tower Research Capital (TRC)
New York
$338K -$2.87M -48,801 -90%
LOWM
462
Laurel Oak Wealth Management
New Jersey
$332K +$330K +5,606 New
First Trust Advisors
463
First Trust Advisors
Illinois
$329K +$94.3K +1,605 +41%
KWA
464
Kingswood Wealth Advisors
California
$328K +$15.2K +258 +5%
CWM
465
Centurion Wealth Management
Virginia
$324K +$321K +5,460 New
EFG
466
Embree Financial Group
Illinois
$320K -$6.17K -105 -2%
NPFS
467
Novak & Powell Financial Services
Florida
$318K
AWM
468
Aviso Wealth Management
Washington
$315K +$14.2K +241 +5%
Northern Trust
469
Northern Trust
Illinois
$314K +$29.4K +500 +10%
AL
470
ARWA LLC
Texas
$310K +$308K +5,235 New
GPW
471
Gentry Private Wealth
Kansas
$310K
GA
472
GoalVest Advisory
New York
$310K +$307K +5,230 New
MWA
473
Medallion Wealth Advisors
Connecticut
$309K -$2.06K -35 -0.7%
KNFPWM
474
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$307K
Pathstone Holdings
475
Pathstone Holdings
New Jersey
$306K +$14.7K +250 +5%