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Invesco S&P 500 Top 50 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Financial Group
101
Independent Financial Group
California
$337K +$322K +11,820 New
Creative Planning
102
Creative Planning
Kansas
$337K +$26.1K +960 +9%
SC
103
Soundwatch Capital
Connecticut
$326K -$73.2K -2,690 -19%
MFP
104
Meridian Financial Partners
Virginia
$323K -$43K -1,580 -12%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$316K – – –
Cerity Partners
106
Cerity Partners
New York
$308K – – –
SMC
107
Smith, Moore & Co
Missouri
$292K -$2.72K -100 -1%
MSFS
108
Main Street Financial Solutions
Pennsylvania
$292K +$279K +10,230 New
KLI
109
Kelman-Lazarov Inc
Tennessee
$285K – – –
RCA
110
Reitz Capital Advisors
Michigan
$282K – – –
Geneos Wealth Management
111
Geneos Wealth Management
Colorado
$282K +$291K +10,700 +510%
EFS
112
Essex Financial Services
Connecticut
$275K +$263K +9,650 New
NL
113
NVWM LLC
Pennsylvania
$274K -$7.08K -260 -3%
MIA
114
MainStreet Investment Advisors
Illinois
$260K – – –
MassMutual Private Wealth & Trust
115
MassMutual Private Wealth & Trust
Connecticut
$260K – – –
HAS
116
HBW Advisory Services
California
$258K +$247K +9,060 New
JP Morgan Private Wealth Advisors
117
JP Morgan Private Wealth Advisors
California
$255K +$243K +8,940 New
FAIM
118
Financial Advocates Investment Management
Washington
$250K – – –
Pinnacle Financial Partners (Tennessee)
119
Pinnacle Financial Partners (Tennessee)
Tennessee
$242K – – –
SWA
120
Sutton Wealth Advisors
Florida
$242K – – –
Davenport & Co
121
Davenport & Co
Virginia
$234K +$9.26K +340 +4%
Evergreen Capital Management
122
Evergreen Capital Management
Washington
$229K – – –
GFPC
123
Global Financial Private Client
Florida
$228K – – –
William Blair & Company
124
William Blair & Company
Illinois
$227K – – –
MA
125
MONECO Advisors
Connecticut
$225K +$214K +7,870 New