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Invesco S&P 500 Top 50 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
101
Lowe Wealth Advisors
Maryland
$29K – – –
JCM
102
Jacobi Capital Management
Pennsylvania
$25K +$12K +580 +97%
IF
103
Ironwood Financial
Arizona
$23K – – –
UBS AM
104
UBS AM
Illinois
$19.3K – – –
GI
105
Gradient Investments
Minnesota
$16K +$207 +10 +1%
DWM
106
Doyle Wealth Management
Florida
$12K +$11.8K +570 New
TPWA
107
TRUE Private Wealth Advisors
Oregon
$12K +$12.2K +590 New
BlackRock
108
BlackRock
New York
$11K – – –
RIA
109
Realta Investment Advisors
Delaware
$9K – – –
SWP
110
Strategic Wealth Partners
Ohio
$9K – – –
TC
111
Truvestments Capital
Florida
$9K – – –
CFA
112
Carroll Financial Associates
North Carolina
$7K +$3.52K +170 +100%
APA
113
American Portfolios Advisors
New York
$5.88K – – –
SIS
114
Sound Income Strategies
Florida
$5K – – –
CIAS
115
Capital Investment Advisory Services
North Carolina
$1K – – –
MA
116
Mutual Advisors
Nebraska
– -$265K -13,050 Closed
CDIA
117
Capital Directions Investment Advisors
Georgia
– -$105K -5,170 Closed
VC
118
Vestor Capital
Illinois
– -$91K -4,500 Closed
SWM
119
SeaCrest Wealth Management
New York
– -$29K -1,410 Closed
AA
120
Advisory Alpha
Michigan
– -$19.4K -940 Closed
BCMIO
121
Beacon Capital Management Inc (Ohio)
Ohio
– +$207 +10 New