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Invesco S&P MidCap Low Volatility ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
126
WBI Investments
New Jersey
$942K +$547K +10,327 +144%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$940K +$24.3K +458 +3%
CFA
128
Carroll Financial Associates
North Carolina
$918K +$71.9K +1,358 +9%
Prudential Financial
129
Prudential Financial
New Jersey
$885K +$21.8K +411 +3%
CAS
130
Cascadia Advisory Services
Oregon
$869K +$855K +16,143 New
GTAM
131
Global Trust Asset Management
Florida
$859K -$147K -2,779 -15%
SSWM
132
Sheets Smith Wealth Management
North Carolina
$810K
MAFM
133
Mid Atlantic Financial Management
Pennsylvania
$782K -$2.6K -49 -0.3%
TCWM
134
Total Clarity Wealth Management
Illinois
$754K +$743K +14,021 New
JCM
135
Jacobi Capital Management
Pennsylvania
$734K +$4.5K +85 +0.6%
9WM
136
9258 Wealth Management
Ohio
$696K +$112K +2,106 +19%
BWA
137
Beam Wealth Advisors
Louisiana
$687K +$677K +12,770 New
Creative Planning
138
Creative Planning
Kansas
$683K +$20.8K +392 +3%
AFP
139
Ausdal Financial Partners
Iowa
$683K +$188K +3,550 +39%
AFWM
140
AMJ Financial Wealth Management
Virginia
$683K +$672K +12,692 New
PPP
141
Private Portfolio Partners
New Jersey
$676K -$6.52K -123 -1%
GWM
142
Geneos Wealth Management
Colorado
$657K +$112K +2,109 +21%
BF
143
BOK Financial
Oklahoma
$653K +$125K +2,351 +24%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$624K
IA
145
IFG Advisory
Georgia
$624K +$31K +585 +5%
RIL
146
Rothschild Investment LLC
Illinois
$593K +$29.1K +550 +5%
EFL
147
ERn Financial LLC
Wisconsin
$592K +$5.3K +100 +0.9%
BP
148
Ballentine Partners
Massachusetts
$592K +$171K +3,236 +42%
PWP
149
Personal Wealth Partners
Minnesota
$570K +$44K +830 +8%
IWC
150
Integrated Wealth Concepts
Massachusetts
$553K -$13.8K -260 -2%