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Invesco S&P MidCap Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
201
Longview Financial Advisors
Alabama
$453K -$48.4K -393 -9%
WANY
202
Wealthspire Advisors (New York)
New York
$453K +$111K +897 +29%
P
203
&Partners
Tennessee
$446K +$79.2K +643 +19%
PHWM
204
Pine Harbor Wealth Management
Maryland
$438K
AFA
205
American Financial Advisors
Georgia
$438K
PTC
206
Private Trust Company
Ohio
$429K -$212K -1,724 -31%
Fisher Asset Management
207
Fisher Asset Management
Washington
$402K +$435K +3,532 New
SOS
208
Silver Oak Securities
Tennessee
$402K +$162K +1,312 +59%
HP
209
Holistic Planning
Texas
$398K
AFS
210
AFG Fiduciary Services
Massachusetts
$390K
IAIM
211
International Assets Investment Management
Florida
$389K +$19.2K +156 +5%
HF
212
HRT Financial
New York
$388K +$421K +3,419 New
WA
213
Whipplewood Advisors
Colorado
$387K +$4.12M +33,476 +980%
TGAM
214
TBH Global Asset Management
Tennessee
$386K -$174K -1,414 -39%
NWM
215
Nova Wealth Management
Florida
$362K +$3.2K +26 +0.8%
BCG
216
Breakwater Capital Group
New Jersey
$361K +$391K +3,174 New
MFG
217
Mission Financial Group
Nevada
$358K +$305K +2,472 New
MF
218
Meridian Financial
Massachusetts
$358K -$12.3K -100 -3%
Creative Planning
219
Creative Planning
Kansas
$358K +$165K +1,341 +74%
SS
220
Sunbelt Securities
Texas
$356K +$385K +3,126 New
SIM
221
Seaview Investment Managers
Florida
$352K -$5.49M -44,553 -94%
HWM
222
HRC Wealth Management
Idaho
$348K +$19.8K +161 +6%
William Blair & Company
223
William Blair & Company
Illinois
$335K +$11.2K +91 +3%
BIG
224
Brookwood Investment Group
Arizona
$332K +$360K +2,919 New
CA
225
Continuum Advisory
Idaho
$328K -$34.4K -279 -9%