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Invesco S&P SmallCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dopkins Wealth Management
New York
$3.19M +$34.6K +524 +1%
Citigroup
27
Citigroup
New York
$2.64M -$77.3K -1,171 -3%
WN
28
Williams & Novak
California
$2.44M +$57.8K +875 +3%
AWM
29
Apex Wealth Management
New Hampshire
$2.43M +$10.1K +153 +0.4%
Wells Fargo
30
Wells Fargo
California
$2.38M -$39.5K -599 -2%
IWM
31
IHT Wealth Management
Illinois
$2.14M -$47.1K -713 -2%
FFA
32
Farther Finance Advisors
California
$2.14M -$30.4K -461 -1%
Mariner
33
Mariner
Kansas
$2.11M +$946K +14,328 +90%
TWM
34
Tolleson Wealth Management
Texas
$2.09M
NWWA
35
New Wave Wealth Advisors
Arkansas
$2.03M +$1.92M +29,121 New
SC
36
Savant Capital
Illinois
$1.82M +$1.73M +26,208 New
LTL
37
Lowery Thomas LLC
California
$1.82M +$6.87K +104 +0.4%
SWM
38
Spire Wealth Management
Virginia
$1.79M -$6.67K -101 -0.4%
BWA
39
Bestgate Wealth Advisors
Maryland
$1.69M -$4.09K -62 -0.3%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$1.68M +$1.39M +21,090 +702%
Stifel Financial
41
Stifel Financial
Missouri
$1.5M -$33.1K -502 -2%
TFP
42
Traction Financial Partners
Wyoming
$1.49M -$106K -1,610 -7%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.34M +$20.7K +313 +2%
OC
44
OxenFree Capital
Florida
$1.28M -$82.9K -1,256 -6%
SL
45
SFM LLC
New Hampshire
$1.23M -$243K -3,678 -17%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$1.18M -$2.18K -33 -0.2%
SA
47
Sanctuary Advisors
Indiana
$1.15M
UBS Group
48
UBS Group
Switzerland
$1M -$9.51K -144 -1%
ES
49
Eagle Strategies
New York
$999K +$37.8K +572 +4%
Two Sigma Investments
50
Two Sigma Investments
New York
$995K -$251K -3,800 -21%