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Invesco S&P MidCap Low Volatility ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
126
Planning Directions
Pennsylvania
$349K +$25.8K +513 +8%
BAM
127
Belpointe Asset Management
Nevada
$342K
NFG
128
Next Financial Group
Texas
$339K -$3.82K -76 -1%
SWM
129
Spire Wealth Management
Virginia
$339K +$326K +6,483 New
SHJ
130
Sharkey, Howes & Javer
Colorado
$327K -$20.3K -404 -6%
NFP
131
Novak Financial Planning
Maryland
$326K +$8.75K +174 +3%
SA
132
SRH Advisors
Kansas
$323K
IWC
133
Integrated Wealth Concepts
Massachusetts
$320K -$93.2K -1,852 -23%
EC
134
Estate Counselors
Wisconsin
$319K
PCFFS
135
Pacific Center for Financial Services
California
$314K -$9.86K -196 -3%
DIA
136
Dana Investment Advisors
Wisconsin
$304K +$40K +796 +16%
IAN
137
Integrated Advisors Network
Texas
$297K +$61.1K +1,214 +27%
PB
138
Pinnacle Bancorp
Nebraska
$278K
AWA
139
Acorn Wealth Advisors
Michigan
$271K -$75.6K -1,502 -22%
FPFS
140
First Personal Financial Services
North Carolina
$260K -$23.8K -474 -9%
SFG
141
StrategIQ Financial Group
Indiana
$258K -$1.91K -38 -0.8%
SI
142
Stephens Inc
Arkansas
$246K
Creative Planning
143
Creative Planning
Kansas
$244K +$50 +1 +0%
DAS
144
Dynamic Advisor Solutions
Arizona
$236K -$48K -955 -18%
AWA
145
Arete Wealth Advisors
Illinois
$235K -$70.9K -1,409 -24%
SIAG
146
Safeguard Investment Advisory Group
California
$228K +$352 +7 +0.2%
9WM
147
9258 Wealth Management
Ohio
$226K -$201K -3,986 -48%
US Bancorp
148
US Bancorp
Minnesota
$222K -$7.09K -141 -3%
CG
149
Clarus Group
Texas
$221K +$209K +4,160 New
AWM
150
Accel Wealth Management
Iowa
$217K -$43.2K -859 -17%