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Invesco S&P MidCap Value with Momentum ETF
XMVM

Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$535K +$171K +3,967 +52%
BA
27
Bridge Advisory
California
$509K +$39.7K +922 +9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$506K +$14.9K +347 +3%
ZIM
29
Zacks Investment Management
Illinois
$498K +$2.28K +53 +0.5%
IFWM
30
Institute for Wealth Management
Colorado
$468K – – –
SPC
31
Sigma Planning Corp
Michigan
$462K -$147K -3,422 -25%
AWM
32
Avaii Wealth Management
Wisconsin
$440K +$42.2K +979 +11%
CWM
33
Cornerstone Wealth Management
Missouri
$424K +$129 +3 +0%
ACM
34
Armbruster Capital Management
New York
$403K – – –
VAS
35
Vestmark Advisory Solutions
Massachusetts
$340K -$25.1K -583 -7%
PAG
36
Private Advisor Group
New Jersey
$315K -$15.8K -366 -5%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$305K -$76.3K -1,772 -21%
SWM
38
Silverlake Wealth Management
Vermont
$271K – – –
FTUS
39
Flow Traders U.S.
New York
$256K +$239K +5,551 New
UWPG
40
Ullmann Wealth Partners Group
Florida
$244K – – –
ASN
41
Advisory Services Network
Georgia
$213K – – –
SPWM
42
Schrum Private Wealth Management
Florida
$207K +$194K +4,500 New
FAIM
43
Financial Advocates Investment Management
Washington
$202K +$188K +4,374 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$162K – – –
UBS Group
45
UBS Group
Switzerland
$116K +$22.5K +522 +26%
AWM
46
Aspire Wealth Management
Massachusetts
$86.6K +$302 +7 +0.4%
TWD
47
True Wealth Design
Ohio
$76.8K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$61.7K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$40.3K +$37.7K +875 New
HI
50
Harbour Investments
Wisconsin
$39.3K -$4.31K -100 -11%
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