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Invesco S&P MidCap Quality ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
Kingswood Wealth Advisors
California
$2.52M -$390K -3,793 -14%
CW
152
CreativeOne Wealth
Kansas
$2.47M -$516K -5,017 -18%
Creative Planning
153
Creative Planning
Kansas
$2.45M +$394K +3,829 +20%
HFW
154
Horizon Family Wealth
Illinois
$2.44M +$618 +6 +0%
WAG
155
Wiser Advisor Group
Arizona
$2.32M +$2.28M +22,113 New
JWCA
156
J.W. Cole Advisors
Florida
$2.29M -$90.5K -879 -4%
GM
157
GeoWealth Management
Illinois
$2.26M -$94.7K -920 -4%
IAA
158
Independent Advisor Alliance
North Carolina
$2.25M -$26.9K -261 -1%
FCM
159
Firestone Capital Management
Florida
$2.23M
SIA
160
SkyView Investment Advisors
New Jersey
$2.21M +$11.4K +111 +0.5%
GWSG
161
GPS Wealth Strategies Group
Colorado
$2.18M +$87.8K +853 +4%
SAM
162
Secure Asset Management
Michigan
$2.18M -$29.5K -287 -1%
MFGM
163
Marshall Financial Group (Maryland)
Maryland
$2.17M +$64.8K +630 +3%
SA
164
Sonoma Allocations
California
$2.04M +$2.02M +19,619 New
IFG
165
Independent Financial Group
California
$1.94M +$178K +1,729 +10%
CFD
166
Creative Financial Designs
Indiana
$1.9M -$16.6K -161 -0.9%
OIA
167
OneDigital Investment Advisors
Kansas
$1.79M +$27.8K +270 +2%
BMWM
168
Brown Miller Wealth Management
Virginia
$1.76M +$96K +933 +6%
NMG
169
New Millennium Group
Utah
$1.74M -$2.66M -25,823 -61%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$1.71M -$172K -1,673 -9%
AWA
171
Adapt Wealth Advisors
Georgia
$1.7M +$1.66M +16,165 New
HIA
172
Harbor Investment Advisory
Maryland
$1.65M +$197K +1,915 +14%
Two Sigma Investments
173
Two Sigma Investments
New York
$1.63M +$1.6M +15,500 New
GJIA
174
Glass Jacobson Investment Advisors
Maryland
$1.62M -$71.3K -693 -4%
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$1.62M +$133K +1,288 +9%