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Invesco S&P 500 Top 50 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$6.2M -$4.54M -150,360 -40%
GRP
27
Global Retirement Partners
California
$5.92M +$1.17M +38,710 +23%
MML Investors Services
28
MML Investors Services
Massachusetts
$5.85M -$353K -11,690 -5%
Stifel Financial
29
Stifel Financial
Missouri
$5.6M +$523K +17,330 +9%
CWM
30
Cedar Wealth Management
California
$5.55M +$389K +12,910 +7%
CAP
31
Columbia Advisory Partners
Washington
$5.06M -$488K -16,170 -8%
JIC
32
Johnson Investment Counsel
Ohio
$4.99M -$47.7K -1,580 -0.8%
Truist Financial
33
Truist Financial
North Carolina
$4.68M -$316K -10,480 -6%
FAIM
34
Financial Advocates Investment Management
Washington
$4.4M +$2.99M +99,170 +143%
JP Morgan Chase
35
JP Morgan Chase
New York
$4.3M +$187K +6,200 +4%
FIM
36
Freedom Investment Management
Connecticut
$4.13M +$16.9K +560 +0.4%
ACA
37
Aspire Capital Advisors
Washington
$4.08M +$16.6K +550 +0.4%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.99M +$1.67M +55,300 +59%
CGA
39
Crescent Grove Advisors
Illinois
$3.94M +$25.6K +850 +0.6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.71M -$505K -16,750 -11%
SMA
41
Sage Mountain Advisors
Georgia
$3.59M -$721K -23,900 -15%
CA
42
Cetera Advisors
Colorado
$3.49M -$2.11M -69,920 -35%
GIA
43
Goodwin Investment Advisory
Georgia
$3.46M +$505K +16,730 +15%
CF
44
Centaurus Financial
California
$3.25M -$41.6K -1,380 -1%
ML
45
McAdam LLC
Pennsylvania
$3.13M -$181K -6,000 -5%
HKIMG
46
Hutchens & Kramer Investment Management Group
Indiana
$2.88M -$736K -24,410 -19%
IWC
47
Integrated Wealth Concepts
Massachusetts
$2.88M +$2.46M +81,470 +320%
5L
48
55I LLC
Massachusetts
$2.82M +$2.46M +81,470 +351%
PAG
49
Private Advisor Group
New Jersey
$2.73M -$5.23M -173,470 -63%
SAM
50
SignalPoint Asset Management
Missouri
$2.69M +$60.6K +2,010 +2%