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Invesco S&P SmallCap Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DOA
151
D'Orazio & Associates
Virginia
$295K +$72K +1,095 +30%
DAS
152
Dynamic Advisor Solutions
Arizona
$288K +$43.4K +660 +17%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$288K -$22K -334 -7%
UW
154
Unique Wealth
Florida
$284K +$297K +4,518 New
IAG
155
Investmark Advisory Group
Connecticut
$279K -$5K -76 -2%
SWM
156
Silverlake Wealth Management
Vermont
$275K – – –
WA
157
Wealth Alliance
New York
$267K -$173K -2,631 -38%
CIS
158
Custom Index Systems
New York
$265K +$278K +4,225 New
CG
159
Caprock Group
Idaho
$254K +$267K +4,053 New
UBS Group
160
UBS Group
Switzerland
$251K +$164K +2,500 +167%
OIA
161
OneDigital Investment Advisors
Kansas
$246K +$15.6K +237 +6%
KAS
162
Kestra Advisory Services
Texas
$236K +$248K +3,764 New
Brown Advisory
163
Brown Advisory
Maryland
$236K – – –
MA
164
Mutual Advisors
Nebraska
$234K -$168K -2,554 -40%
IAA
165
Independent Advisor Alliance
North Carolina
$233K -$2.44M -37,062 -91%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$222K +$232K +3,533 New
EWA
167
EP Wealth Advisors
California
$218K – – –
WIA
168
World Investment Advisors
California
$217K +$228K +3,460 New
SEIA
169
Signature Estate & Investment Advisors
California
$207K +$216K +3,291 New
UWP
170
Uniting Wealth Partners
Kansas
$202K -$5.8M -88,158 -96%
TI
171
Trexquant Investment
Connecticut
$201K -$51.6K -785 -20%
VNA
172
Valley National Advisers
Pennsylvania
$200K -$122K -1,850 -37%
FFA
173
Farther Finance Advisors
California
$175K +$181K +2,753 +7,245%
PTC
174
Private Trust Company
Ohio
$151K +$95.6K +1,453 +153%
SPIA
175
Steward Partners Investment Advisory
New York
$149K -$31.9M -484,922 -100%