We are live on ! Find out more
XLG icon

Invesco S&P 500 Top 50 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
76
River Wealth Advisors
Pennsylvania
$36K – – –
LWA
77
Lowe Wealth Advisors
Maryland
$35K – – –
APP
78
Avantax Planning Partners
Iowa
$35K +$34.1K +1,670 New
GWM
79
Geneos Wealth Management
Colorado
$34K – – –
SWM
80
SeaCrest Wealth Management
New York
$29K – – –
IF
81
Ironwood Financial
Arizona
$23K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
UBS AM
83
UBS AM
Illinois
$19.2K – – –
GI
84
Gradient Investments
Minnesota
$15K – – –
BlackRock
85
BlackRock
New York
$14K – – –
JCM
86
Jacobi Capital Management
Pennsylvania
$13K – – –
TC
87
Truvestments Capital
Florida
$9K +$9.18K +450 New
SWP
88
Stratos Wealth Partners
Ohio
$8K +$8.16K +400 New
SIS
89
Sound Income Strategies
Florida
$5K +$4.08K +200 +667%
CFA
90
Carroll Financial Associates
North Carolina
$2K – – –
CA
91
Cumberland Advisors
Florida
– -$12.8M -664,700 Closed
PFA
92
Pinnacle Family Advisors
Missouri
– -$1.64M -84,930 Closed
FIM
93
Freedom Investment Management
Connecticut
– -$1.3M -67,570 Closed
AGA
94
Accuvest Global Advisors
Utah
– -$1.05M -54,500 Closed
OC
95
Oppenheimer & Co
New York
– -$721K -37,410 Closed
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
– -$234K -12,120 Closed
HH
97
Hilltop Holdings
Texas
– -$219K -11,380 Closed
KM
98
Kalos Management
Georgia
– -$206K -10,140 Closed
BCA
99
Bay Colony Advisors
Massachusetts
– -$71K -3,710 Closed
SEI Investments
100
SEI Investments
Pennsylvania
– -$67K -3,490 Closed