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Invesco S&P MidCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$666K +$1.64M +35,791 +113%
Brown Advisory
27
Brown Advisory
Maryland
$604K -$73.7K -1,604 -10%
Sigma Planning Corp
28
Sigma Planning Corp
Michigan
$586K -$308K -6,712 -33%
Zacks Investment Management
29
Zacks Investment Management
Illinois
$469K +$2.34K +51 +0.5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$464K +$184K +4,009 +61%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$461K -$200K -4,355 -29%
IFWM
32
Institute for Wealth Management
Colorado
$443K – – –
BA
33
Bridge Advisory
California
$441K -$112K -2,449 -19%
IFG Advisory
34
IFG Advisory
Georgia
$439K -$8.17K -178 -2%
CWM
35
Cornerstone Wealth Management
Missouri
$402K +$423K +9,203 New
ACM
36
Armbruster Capital Management
New York
$382K – – –
AWM
37
Avaii Wealth Management
Wisconsin
$373K -$10.1K -219 -2%
TD Ameritrade Investment Management
38
TD Ameritrade Investment Management
Nebraska
$366K -$81.7K -1,780 -18%
Vestmark Advisory Solutions
39
Vestmark Advisory Solutions
Massachusetts
$347K +$13.1K +285 +4%
MML Investors Services
40
MML Investors Services
Massachusetts
$333K +$20.4K +444 +6%
Private Advisor Group
41
Private Advisor Group
New Jersey
$314K +$331K +7,198 New
SWM
42
Silverlake Wealth Management
Vermont
$256K – – –
UWPG
43
Ullmann Wealth Partners Group
Florida
$231K +$367 +8 +0.2%
Advisory Services Network
44
Advisory Services Network
Georgia
$202K +$198K +4,308 +1,394%
Benjamin F. Edwards & Company
45
Benjamin F. Edwards & Company
Missouri
$153K – – –
UBS Group
46
UBS Group
Switzerland
$87.3K -$42.8K -931 -32%
AWM
47
Aspire Wealth Management
Massachusetts
$81.6K +$321 +7 +0.4%
TWD
48
True Wealth Design
Ohio
$72.7K – – –
Steward Partners Investment Advisory
49
Steward Partners Investment Advisory
New York
$58.4K -$1.56K -34 -2%
Harbour Investments
50
Harbour Investments
Wisconsin
$41.5K +$2.3K +50 +6%