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Invesco S&P MidCap Value with Momentum ETF
XMVM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1
Money Concepts Capital
Florida
$19.5M +$2M +48,722 +13%
LPL Financial
2
LPL Financial
California
$12.8M +$7.27M +177,090 +161%
Ameriprise
3
Ameriprise
Minnesota
$11.2M +$8.58M +208,938 +492%
Morgan Stanley
4
Morgan Stanley
New York
$3.57M +$446K +10,863 +16%
Citigroup
5
Citigroup
New York
$1.89M -$228K -5,564 -12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.77M -$172K -4,183 -10%
RJA
7
Raymond James & Associates
Florida
$1.61M +$1.48M +35,958 New
Wells Fargo
8
Wells Fargo
California
$1.55M +$937K +22,836 +192%
FA
9
Fermata Advisors
California
$1.08M +$993K +24,185 New
TAIM
10
TD Ameritrade Investment Management
Nebraska
$969K – – –
Bank of America
11
Bank of America
North Carolina
$801K -$81.3K -1,981 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$644K +$58.2K +1,419 +11%
EH
13
Equitable Holdings
New York
$522K +$479K +11,682 New
Brown Advisory
14
Brown Advisory
Maryland
$520K +$478K +11,634 New
CAN
15
Cetera Advisor Networks
California
$486K -$26.7K -650 -6%
IFWM
16
Institute for Wealth Management
Colorado
$460K – – –
SWM
17
Spire Wealth Management
Virginia
$402K +$369K +9,000 New
FFA
18
Founders Financial Alliance
North Carolina
$396K +$345K +8,415 New
ACM
19
Armbruster Capital Management
New York
$391K – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$341K +$67.2K +1,638 +27%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$329K -$363K -8,847 -55%
UWPG
22
Ullmann Wealth Partners Group
Florida
$240K +$221K +5,385 New
SPC
23
Sigma Planning Corp
Michigan
$238K +$219K +5,335 New
CCC
24
Crescent Capital Consulting
Louisiana
$193K +$177K +4,310 New
Osaic Holdings
25
Osaic Holdings
Arizona
$161K +$45.2K +1,101 +44%
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