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Invesco S&P MidCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$802K +$51.5K +1,023 +7%
BCG
27
Breakwater Capital Group
New Jersey
$754K +$126K +2,498 +22%
GC
28
Guidance Capital
Kentucky
$675K +$350K +6,951 +111%
ZIM
29
Zacks Investment Management
Illinois
$612K +$19.4K +385 +4%
IFWM
30
Institute for Wealth Management
Colorado
$551K +$50 +1 +0%
SPC
31
Sigma Planning Corp
Michigan
$519K +$260K +5,156 +117%
CWM
32
Cornerstone Wealth Management
Missouri
$475K -$23.1K -458 -5%
ACM
33
Armbruster Capital Management
New York
$475K
EH
34
Equitable Holdings
New York
$430K -$49.6K -984 -11%
Mariner
35
Mariner
Kansas
$372K
SWM
36
Silverlake Wealth Management
Vermont
$319K
PS
37
Principal Securities
Iowa
$299K -$1.31K -26 -0.5%
UWPG
38
Ullmann Wealth Partners Group
Florida
$287K
PAG
39
Private Advisor Group
New Jersey
$263K -$144K -2,866 -37%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$253K -$1.3M -25,861 -85%
SPWM
41
Schrum Private Wealth Management
Florida
$244K
FAIM
42
Financial Advocates Investment Management
Washington
$233K -$17.2K -342 -7%
9WM
43
9258 Wealth Management
Ohio
$227K +$211K +4,183 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$190K +$151 +3 +0.1%
AWM
45
Aspire Wealth Management
Massachusetts
$102K +$202 +4 +0.2%
TWD
46
True Wealth Design
Ohio
$90.4K
SPIA
47
Steward Partners Investment Advisory
New York
$72.7K -$43.9K -871 -39%
HI
48
Harbour Investments
Wisconsin
$46.3K
HIA
49
Harbor Investment Advisory
Maryland
$44.8K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$36.3K +$25.8K +513 +329%