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Invesco S&P 500 Top 50 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
151
Lowe Wealth Advisors
Maryland
$29K – – –
APA
152
American Portfolios Advisors
New York
$23.1K -$151K -5,550 -87%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$23K +$22.3K +820 New
JCM
154
Jacobi Capital Management
Pennsylvania
$21K +$4.08K +150 +25%
SIAG
155
Safeguard Investment Advisory Group
California
$21K +$19.9K +730 New
Gradient Investments
156
Gradient Investments
Minnesota
$20K – – –
Valeo Financial Advisors
157
Valeo Financial Advisors
Indiana
$17K – – –
SBL
158
Sargent Bickham Lagudis
Colorado
$17K +$1.63K +60 +11%
Arkadios Wealth Advisors
159
Arkadios Wealth Advisors
Georgia
$15K +$6.81K +250 +83%
WCAMG
160
Woodard & Company Asset Management Group
North Carolina
$13K -$615K -22,590 -98%
TWM
161
Tradition Wealth Management
Minnesota
$11K +$10.6K +390 New
Choate Investment Advisors
162
Choate Investment Advisors
Massachusetts
$10K – – –
CFGS
163
Concourse Financial Group Securities
Alabama
$10K – – –
PO
164
Private Ocean
California
$6K – – –
CFA
165
Carroll Financial Associates
North Carolina
$5K – – –
BlackRock
166
BlackRock
New York
$2K – – –
IF
167
Ironwood Financial
Arizona
$2K – – –
ME
168
McIlrath & Eck
Washington
$2K – – –
EW
169
Element Wealth
Mississippi
$1K – – –
Goldman Sachs
170
Goldman Sachs
New York
– -$36.2M -1,382,650 Closed
SL
171
Systelligence LLC
Minnesota
– -$4.5M -171,950 Closed
PFA
172
Pinnacle Family Advisors
Missouri
– -$3.24M -123,670 Closed
Westwood Holdings Group
173
Westwood Holdings Group
Texas
– -$1.74M -66,530 Closed
ACP
174
Aveo Capital Partners
Colorado
– -$1.16M -44,220 Closed
Simplicity Solutions
175
Simplicity Solutions
Minnesota
– -$706K -26,960 Closed