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Invesco S&P MidCap Low Volatility ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
126
Thoroughbred Financial Services
Tennessee
$290K
AWM
127
Accel Wealth Management
Iowa
$264K +$158 +3 +0.1%
PD
128
Planning Directions
Pennsylvania
$263K +$1.05K +20 +0.4%
TWM
129
Tradition Wealth Management
Minnesota
$259K -$38.9K -740 -13%
DAS
130
Dynamic Advisor Solutions
Arizona
$253K -$4.79K -91 -2%
AAP
131
Arax Advisory Partners
Colorado
$253K -$46.8K -890 -16%
JP Morgan Chase
132
JP Morgan Chase
New York
$251K +$86.5K +1,644 +54%
TC
133
Trilogy Capital
California
$250K
RFN
134
Redwood Financial Network
Ohio
$248K +$105 +2 +0%
MCM
135
MAI Capital Management
Ohio
$247K
MF
136
Meridian Financial
Massachusetts
$247K -$16.2K -309 -6%
LT
137
Legacy Trust
Michigan
$236K +$232K +4,414 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$235K +$138K +2,622 +148%
SM
139
Sensible Money
Arizona
$229K +$225K +4,275 New
TWP
140
Tempus Wealth Planning
California
$228K -$26.2K -498 -10%
EWA
141
EP Wealth Advisors
California
$225K +$221K +4,200 New
LI
142
LVZ Inc
Michigan
$225K +$221K +4,199 New
REMPR
143
Roof Eidam Maycock Peralta (REMP)
California
$220K +$217K +4,120 New
PTC
144
Private Trust Company
Ohio
$174K
SPIA
145
Steward Partners Investment Advisory
New York
$171K -$4.47K -85 -3%
FPFS
146
First Personal Financial Services
North Carolina
$148K
GRP
147
Global Retirement Partners
California
$140K -$1.1K -21 -0.8%
CIAS
148
Capital Investment Advisory Services
North Carolina
$137K -$947 -18 -0.7%
ASN
149
Advisory Services Network
Georgia
$127K +$125K +2,375 New
BLC
150
Brown, Lisle/Cummings
Rhode Island
$99.4K +$55.4K +1,054 +131%