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Invesco S&P MidCap Quality ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
201
Legacy Financial Advisors
Kentucky
$816K +$882K +8,411 New
LWM
202
Lionsbridge Wealth Management
Florida
$806K -$994K -9,483 -53%
BFG
203
Berger Financial Group
Minnesota
$796K -$51.5K -491 -6%
Goldman Sachs
204
Goldman Sachs
New York
$793K +$275K +2,627 +47%
DFA
205
DHK Financial Advisors
New Hampshire
$776K
MF
206
Meridian Financial
Massachusetts
$767K +$180K +1,720 +28%
KCFA
207
Key Client Fiduciary Advisors
New Jersey
$760K +$160K +1,524 +24%
TCWM
208
Total Clarity Wealth Management
Illinois
$750K +$458K +4,370 +130%
PSF
209
Pacific Sun Financial
California
$728K -$839 -8 -0.1%
RFN
210
Redwood Financial Network
Ohio
$714K +$4.3K +41 +0.6%
FFA
211
Farther Finance Advisors
California
$709K +$719K +6,855 +1,296%
CF
212
Centaurus Financial
California
$708K -$56.3K -537 -7%
AWM
213
AE Wealth Management
Kansas
$693K +$404K +3,858 +118%
O3W
214
Omni 360 Wealth
New Jersey
$677K +$425K +4,050 +139%
JCFM
215
JBR Co Financial Management
Oklahoma
$666K +$719K +6,861 New
MA
216
Mutual Advisors
Nebraska
$660K +$276K +2,631 +68%
WMWM
217
Whitaker-Myers Wealth Managers
Ohio
$653K +$43.4K +414 +7%
NW
218
NewEdge Wealth
Pennsylvania
$646K +$698K +6,653 New
FGA
219
Fortis Group Advisors
New Jersey
$636K +$35.6K +340 +5%
TPWA
220
Twin Peaks Wealth Advisors
California
$636K -$36.3K -346 -5%
SA
221
Sanctuary Advisors
Indiana
$636K +$639K +6,092 New
BFWM
222
Bright Futures Wealth Management
New York
$635K +$314K +2,995 +85%
SFS
223
Symphony Financial Services
Ohio
$634K +$685K +6,533 New
UWPG
224
Ullmann Wealth Partners Group
Florida
$628K +$130K +1,236 +24%
SWA
225
Sax Wealth Advisors
New Jersey
$628K +$678K +6,470 New