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Invesco S&P 500 Top 50 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$685M +$50.4M +856,661 +8%
Morgan Stanley
2
Morgan Stanley
New York
$414M +$8.48M +144,276 +2%
Bank of America
3
Bank of America
North Carolina
$264M +$11.6M +197,027 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$228M +$3.2M +54,449 +1%
Wells Fargo
5
Wells Fargo
California
$226M +$3.09M +52,644 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$168M +$66.4M +1,129,519 +66%
Raymond James Financial
7
Raymond James Financial
Florida
$162M -$10.1M -171,414 -6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$147M +$533K +9,069 +0.4%
PWP
9
Principle Wealth Partners
Connecticut
$146M -$16.1M -274,284 -10%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$144M +$455K +7,746 +0.3%
JFGIW
11
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120M -$1.65M -28,073 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$117M +$1.02M +17,417 +0.9%
UBS Group
13
UBS Group
Switzerland
$110M -$3.73M -63,515 -3%
Ameriprise
14
Ameriprise
Minnesota
$102M -$34M -578,767 -25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$97.9M +$7.4M +125,912 +8%
MIC
16
Means Investment Company
Maine
$86.8M +$3.99M +67,933 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$72.7M -$21.7M -369,086 -23%
Lido Advisors
18
Lido Advisors
California
$72.6M -$597K -10,160 -0.8%
AWMS
19
Advocacy Wealth Management Services
Georgia
$68.3M +$3.39M +57,654 +5%
BWL
20
Bogart Wealth LLC
Virginia
$63.7M -$316K -5,384 -0.5%
Invesco
21
Invesco
Georgia
$61.3M -$4.37M -74,408 -7%
SA
22
Sanctuary Advisors
Indiana
$61.2M -$502K -8,538 -0.8%
APW
23
Austin Private Wealth
Texas
$58.4M +$1.2M +20,370 +2%
Stifel Financial
24
Stifel Financial
Missouri
$56.1M +$1.24M +21,020 +2%
CA
25
Clearstead Advisors
Ohio
$52.6M -$573K -9,746 -1%