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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
$876K +$115K +2,195 +15%
BCG
27
Breakwater Capital Group
New Jersey
$803K +$86.9K +1,663 +12%
MML Investors Services
28
MML Investors Services
Massachusetts
$689K -$187K -3,590 -21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$689K -$130K -2,483 -16%
ZIM
30
Zacks Investment Management
Illinois
$566K -$16.5K -316 -3%
FAIM
31
Financial Advocates Investment Management
Washington
$551K +$333K +6,371 +148%
IWC
32
Integrated Wealth Concepts
Massachusetts
$531K +$537K +10,279 New
IFWM
33
Institute for Wealth Management
Colorado
$524K +$52 +1 +0%
SPC
34
Sigma Planning Corp
Michigan
$483K -$10.4K -199 -2%
EH
35
Equitable Holdings
New York
$459K +$50.5K +967 +12%
CWM
36
Cornerstone Wealth Management
Missouri
$452K +$52 +1 +0%
ACM
37
Armbruster Capital Management
New York
$452K
Mariner
38
Mariner
Kansas
$361K +$7.21K +138 +2%
SWM
39
Silverlake Wealth Management
Vermont
$303K
UWPG
40
Ullmann Wealth Partners Group
Florida
$273K
PS
41
Principal Securities
Iowa
$270K -$14.2K -271 -5%
SPWM
42
Schrum Private Wealth Management
Florida
$232K
9WM
43
9258 Wealth Management
Ohio
$216K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$181K
AWM
45
Aspire Wealth Management
Massachusetts
$96.9K -$522 -10 -0.5%
IAIM
46
International Assets Investment Management
Florida
$88.3K +$89.3K +1,710 New
TWD
47
True Wealth Design
Ohio
$86K
FFA
48
Farther Finance Advisors
California
$76.8K +$78.3K +1,500 New
SPIA
49
Steward Partners Investment Advisory
New York
$69.2K
HI
50
Harbour Investments
Wisconsin
$44K