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Invesco S&P SmallCap Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$288K +$43.4K +660 +17%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$288K -$22K -334 -7%
UW
153
Unique Wealth
Florida
$284K +$297K +4,518 New
IAG
154
Investmark Advisory Group
Connecticut
$279K -$5K -76 -2%
SWM
155
Silverlake Wealth Management
Vermont
$275K
WA
156
Wealth Alliance
New York
$267K -$173K -2,631 -38%
CIS
157
Custom Index Systems
New York
$265K +$278K +4,225 New
CG
158
Caprock Group
Idaho
$254K +$267K +4,053 New
UBS Group
159
UBS Group
Switzerland
$251K +$164K +2,500 +167%
OIA
160
OneDigital Investment Advisors
Kansas
$246K +$15.6K +237 +6%
KAS
161
Kestra Advisory Services
Texas
$236K +$248K +3,764 New
Brown Advisory
162
Brown Advisory
Maryland
$236K
MA
163
Mutual Advisors
Nebraska
$234K -$168K -2,554 -40%
IAA
164
Independent Advisor Alliance
North Carolina
$233K -$2.44M -37,062 -91%
RCAG
165
Rehmann Capital Advisory Group
Michigan
$222K +$232K +3,533 New
EWA
166
EP Wealth Advisors
California
$218K
WIA
167
World Investment Advisors
California
$217K +$228K +3,460 New
SEIA
168
Signature Estate & Investment Advisors
California
$207K +$216K +3,291 New
UWP
169
Uniting Wealth Partners
Kansas
$202K -$5.8M -88,158 -96%
TI
170
Trexquant Investment
Connecticut
$201K -$51.6K -785 -20%
VNA
171
Valley National Advisers
Pennsylvania
$200K -$122K -1,850 -37%
FFA
172
Farther Finance Advisors
California
$175K +$181K +2,753 +7,245%
PTC
173
Private Trust Company
Ohio
$151K +$95.6K +1,453 +153%
SPIA
174
Steward Partners Investment Advisory
New York
$149K -$31.9M -484,922 -100%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$148K -$40.3K -612 -21%