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Invesco S&P 500 Top 50 ETF
XLG

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$390K – – –
BCI
127
Brinker Capital Investments
Pennsylvania
$386K -$21.3K -620 -5%
MSFS
128
Main Street Financial Solutions
Pennsylvania
$366K – – –
AWM
129
AE Wealth Management
Kansas
$364K -$5.44M -158,150 -94%
AAS
130
Avantax Advisory Services
Texas
$362K +$104K +3,020 +41%
GSIS
131
Global Strategic Investment Solutions
Arizona
$352K – – –
KLI
132
Kelman-Lazarov Inc
Tennessee
$351K – – –
BAS
133
Brown Advisory Securities
Maryland
$339K -$51.6K -1,500 -13%
MPW
134
MA Private Wealth
California
$337K +$17.2K +500 +6%
EFS
135
Essex Financial Services
Connecticut
$336K – – –
GWM
136
Geneos Wealth Management
Colorado
$335K -$1.81M -52,500 -85%
BG
137
Benedetti & Gucer
Georgia
$334K -$5.85K -170 -2%
KCFA
138
Key Client Fiduciary Advisors
New Jersey
$333K +$73.9K +2,150 +29%
AWM
139
Axxcess Wealth Management
California
$332K -$34.4K -1,000 -10%
SC
140
Savant Capital
Illinois
$330K -$134K -3,890 -29%
MFP
141
Meridian Financial Partners
Virginia
$329K -$47.8K -1,390 -13%
MIA
142
MainStreet Investment Advisors
Illinois
$320K – – –
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$320K – – –
MA
144
MONECO Advisors
Connecticut
$317K -$118K -3,420 -27%
TP
145
Tranquility Partners
Tennessee
$315K – – –
SMC
146
Smith, Moore & Co
Missouri
$311K – – –
PFPT
147
Pinnacle Financial Partners (Tennessee)
Tennessee
$299K – – –
MHS
148
M Holdings Securities
Oregon
$289K +$283K +8,230 New
AWS
149
Atria Wealth Solutions
New York
$286K +$280K +8,150 New
SWA
150
Sutton Wealth Advisors
Florida
$286K – – –
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