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Invesco S&P SmallCap Momentum ETF
XSMO

Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.8M – – –
LPL Financial
2
LPL Financial
California
$10M -$1.25M -24,085 -12%
Wells Fargo
3
Wells Fargo
California
$8.57M -$134K -2,582 -2%
Morgan Stanley
4
Morgan Stanley
New York
$8.06M +$75.2K +1,445 +1%
ACM
5
Armbruster Capital Management
New York
$5.42M -$165K -3,175 -3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.84M +$162K +3,119 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.6M +$163K +3,127 +7%
TWM
8
Tolleson Wealth Management
Texas
$1.79M – – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.68M +$39.5K +760 +3%
Bank of America
10
Bank of America
North Carolina
$1.54M -$6.94M -133,318 -83%
RJA
11
Raymond James & Associates
Florida
$1.4M -$555K -10,674 -30%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.36M -$6.19K -119 -0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.33M +$407K +7,823 +48%
IFWM
14
Institute for Wealth Management
Colorado
$1.15M – – –
MML Investors Services
15
MML Investors Services
Massachusetts
$1.12M +$412K +7,914 +63%
Citadel Advisors
16
Citadel Advisors
Florida
$1.08M +$1.02M +19,671 New
SWM
17
Sculati Wealth Management
Michigan
$1.01M +$43.7K +839 +5%
PAG
18
Private Advisor Group
New Jersey
$975K +$927K +17,819 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$956K -$1.06M -20,325 -54%
NA
20
NewEdge Advisors
Louisiana
$941K +$895K +17,201 New
SEP
21
Southland Equity Partners
Missouri
$809K +$117K +2,257 +18%
SPC
22
Sigma Planning Corp
Michigan
$611K -$44.8K -861 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$564K +$2.81K +54 +0.5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$486K -$29.2K -562 -6%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$375K -$54.2K -1,041 -13%
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