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Invesco S&P MidCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$511K – – –
AWM
27
Avaii Wealth Management
Wisconsin
$483K +$3.78K +82 +0.9%
CWM
28
Cornerstone Wealth Management
Missouri
$464K +$92 +2 +0%
Equitable Holdings
29
Equitable Holdings
New York
$448K -$154K -3,337 -27%
ACM
30
Armbruster Capital Management
New York
$440K – – –
Private Advisor Group
31
Private Advisor Group
New Jersey
$388K +$38.6K +838 +12%
Mariner
32
Mariner
Kansas
$345K +$316K +6,845 New
APWA
33
Atlas Private Wealth Advisors
New Jersey
$321K -$221K -4,788 -43%
GC
34
Guidance Capital
Kentucky
$314K +$288K +6,251 New
SWM
35
Silverlake Wealth Management
Vermont
$295K – – –
Principal Securities
36
Principal Securities
Iowa
$278K +$255K +5,528 New
UWPG
37
Ullmann Wealth Partners Group
Florida
$266K – – –
FAIM
38
Financial Advocates Investment Management
Washington
$233K +$3.46K +75 +2%
SPWM
39
Schrum Private Wealth Management
Florida
$227K – – –
Sigma Planning Corp
40
Sigma Planning Corp
Michigan
$221K -$256K -5,556 -56%
Benjamin F. Edwards & Company
41
Benjamin F. Edwards & Company
Missouri
$176K – – –
Steward Partners Investment Advisory
42
Steward Partners Investment Advisory
New York
$111K +$40.2K +871 +65%
AWM
43
Aspire Wealth Management
Massachusetts
$94.8K +$231 +5 +0.3%
TWD
44
True Wealth Design
Ohio
$83.8K – – –
UBS Group
45
UBS Group
Switzerland
$64.5K +$59.1K +1,282 New
Harbour Investments
46
Harbour Investments
Wisconsin
$42.9K – – –
HIA
47
Harbor Investment Advisory
Maryland
$41.5K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$35K -$46 -1 -0.1%
OP
49
ORG Partners
Indiana
$25.1K – – –
NS
50
NBC Securities
Alabama
$23K -$4.33K -94 -17%