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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
$549K -$14.7K -278 -3%
GSWM
27
Golden State Wealth Management
California
$506K +$187K +3,539 +64%
ACM
28
Armbruster Capital Management
New York
$487K
AFP
29
Ausdal Financial Partners
Iowa
$439K +$2.38K +45 +0.6%
Mariner
30
Mariner
Kansas
$413K
SPC
31
Sigma Planning Corp
Michigan
$398K -$21.2K -400 -5%
AAS
32
Ameritas Advisory Services
Nebraska
$387K -$1.95M -36,888 -84%
CWM
33
Cornerstone Wealth Management
Missouri
$380K -$71.8K -1,358 -17%
WA
34
Waverly Advisors
Alabama
$373K +$27K +510 +8%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$369K +$351K +6,642 New
EH
36
Equitable Holdings
New York
$354K -$2.96K -56 -0.9%
PS
37
Principal Securities
Iowa
$326K +$18.6K +352 +6%
CFP
38
Comprehensive Financial Planning
Pennsylvania
$323K +$1.9K +36 +0.6%
UWPG
39
Ullmann Wealth Partners Group
Florida
$294K
SEIA
40
Signature Estate & Investment Advisors
California
$293K +$11.5K +217 +4%
WMG
41
WESCAP Management Group
California
$274K -$62.8K -1,187 -19%
FAIM
42
Financial Advocates Investment Management
Washington
$263K -$307K -5,801 -55%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$256K -$133K -2,516 -35%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$232K +$221K +4,177 New
PPW
45
Parcion Private Wealth
Washington
$225K
SWM
46
Silverlake Wealth Management
Vermont
$223K
US Bancorp
47
US Bancorp
Minnesota
$155K -$7.67K -145 -5%
UBS Group
48
UBS Group
Switzerland
$114K -$674K -12,740 -86%
TWD
49
True Wealth Design
Ohio
$92.6K
SPIA
50
Steward Partners Investment Advisory
New York
$74.5K