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Invesco S&P MidCap Low Volatility ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1
PFS Investments
Georgia
$50M +$1.15M +21,825 +2%
Morgan Stanley
2
Morgan Stanley
New York
$40.6M +$226K +4,289 +0.5%
LPL Financial
3
LPL Financial
California
$38.5M +$1.37M +25,978 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$28.6M -$228K -4,320 -0.7%
UBS Group
5
UBS Group
Switzerland
$26.6M -$793K -15,019 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$23.3M -$674K -12,761 -3%
BCM
7
Brookstone Capital Management
Illinois
$23.1M +$25.4M +480,478 New
CPA
8
Capital Planning Advisors
California
$22.6M +$1.49M +28,220 +6%
Ameriprise
9
Ameriprise
Minnesota
$20.8M -$896K -16,970 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20.2M -$1.09M -20,655 -5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$17.4M -$835K -15,805 -4%
Wells Fargo
12
Wells Fargo
California
$13.4M +$1.04M +19,676 +8%
Bank of America
13
Bank of America
North Carolina
$12.7M +$303K +5,731 +2%
JWA
14
JFS Wealth Advisors
Pennsylvania
$10.6M -$297K -5,626 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.5M -$251K -4,747 -2%
SAS
16
Sanford Advisory Services
Michigan
$9.77M -$203K -3,851 -2%
HNB
17
Huntington National Bank
Ohio
$8.6M – – –
AF
18
Advisornet Financial
Minnesota
$8.13M +$210K +3,971 +2%
Stifel Financial
19
Stifel Financial
Missouri
$7.41M +$5.19M +98,285 +176%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$7.39M +$2.78M +52,569 +52%
PP
21
PFS Partners
New Jersey
$6.82M +$316K +5,979 +4%
EH
22
Equitable Holdings
New York
$5.77M -$176K -3,330 -3%
WDL
23
Well Done LLC
Michigan
$5.56M +$254K +4,808 +4%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$5.4M -$1.08M -20,519 -15%
APA
25
American Portfolios Advisors
New York
$5.18M -$135K -2,557 -2%
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