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Invesco S&P MidCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Camelot Portfolios
Ohio
$448K +$459K +9,878 New
Spire Wealth Management
27
Spire Wealth Management
Virginia
$408K – – –
ACM
28
Armbruster Capital Management
New York
$397K – – –
Great Valley Advisor Group
29
Great Valley Advisor Group
Delaware
$390K +$400K +8,599 New
FFA
30
Founders Financial Alliance
North Carolina
$380K +$46 +1 +0%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$341K +$350K +7,523 New
Integrated Wealth Concepts
32
Integrated Wealth Concepts
Massachusetts
$282K +$289K +6,218 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$257K +$263K +5,664 New
UWPG
34
Ullmann Wealth Partners Group
Florida
$244K – – –
Private Advisor Group
35
Private Advisor Group
New Jersey
$230K +$236K +5,083 New
LB
36
Leo Brokerage
Texas
$222K +$227K +4,888 New
Benjamin F. Edwards & Company
37
Benjamin F. Edwards & Company
Missouri
$159K – – –
NFG
38
Next Financial Group
Texas
$89K – – –
Geneos Wealth Management
39
Geneos Wealth Management
Colorado
$87K – – –
APWA
40
Atlas Private Wealth Advisors
New Jersey
$87K +$74.9K +1,611 +518%
Steward Partners Investment Advisory
41
Steward Partners Investment Advisory
New York
$61K – – –
Harbour Investments
42
Harbour Investments
Wisconsin
$37K -$4.65K -100 -11%
HIA
43
Harbor Investment Advisory
Maryland
$37K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$22K – – –
IF
45
Ironwood Financial
Arizona
$14K +$5.58K +120 +67%
JCM
46
Jacobi Capital Management
Pennsylvania
$7K +$6.97K +150 New
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
– -$42K -948 Closed
VBCG
48
Valley Brook Capital Group
Pennsylvania
– -$12K -275 Closed