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Invesco S&P MidCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
51
Pacific Sun Financial
California
$425K +$11.3K +170 +3%
PS
52
Principal Securities
Iowa
$418K +$24.1K +362 +6%
KFAS
53
Keating Financial Advisory Services
Kansas
$399K -$39.2K -590 -9%
CFP
54
Comprehensive Financial Planning
Pennsylvania
$384K +$2.46K +37 +0.6%
IAA
55
Independent Advisor Alliance
North Carolina
$372K +$380K +5,718 New
UWM
56
USAdvisors Wealth Management
Minnesota
$370K +$384K +5,779 New
SEIA
57
Signature Estate & Investment Advisors
California
$359K +$10.1K +152 +3%
AWM
58
Avaii Wealth Management
Wisconsin
$329K +$336K +5,048 New
CF
59
Carlson Financial
Oregon
$325K +$13.4K +201 +4%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$312K +$5.98K +90 +2%
GSWM
61
Golden State Wealth Management
California
$271K -$117K -1,760 -30%
SWM
62
Silverlake Wealth Management
Vermont
$260K
CW
63
CreativeOne Wealth
Kansas
$254K +$66 +1 +0%
UWPG
64
Ullmann Wealth Partners Group
Florida
$237K -$109K -1,638 -31%
BEI
65
Benjamin Edwards Inc
Missouri
$228K
Bessemer Group
66
Bessemer Group
New Jersey
$217K +$222K +3,339 New
WCA
67
Westover Capital Advisors
Delaware
$217K +$221K +3,332 New
RA
68
RFG Advisory
Alabama
$213K -$24K -361 -10%
KAS
69
Kestra Advisory Services
Texas
$205K +$70.9K +1,067 +51%
SWM
70
SHP Wealth Management
Massachusetts
$173K +$69.5K +1,046 +65%
US Bancorp
71
US Bancorp
Minnesota
$171K +$40.4K +608 +30%
ASN
72
Advisory Services Network
Georgia
$137K +$140K +2,101 New
AF
73
Advisornet Financial
Minnesota
$109K +$111K +1,669 New
TWD
74
True Wealth Design
Ohio
$108K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$104K +$63.8K +960 +151%