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Invesco S&P SmallCap Value with Momentum ETF
XSVM

Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$2.98M +$58.6K +1,100 +2%
FA
27
Fermata Advisors
California
$2.73M +$203K +3,799 +8%
Ameriprise
28
Ameriprise
Minnesota
$2.72M -$1.33M -24,960 -32%
IWM
29
IHT Wealth Management
Illinois
$2.44M -$143K -2,691 -5%
KWA
30
Kellett Wealth Advisors
Ohio
$2.38M +$82.7K +1,552 +3%
PPWP
31
Premier Path Wealth Partners
New Jersey
$2.24M +$194K +3,636 +9%
AAP
32
Arax Advisory Partners
Colorado
$2.04M +$1.85M +34,617 +582%
UBS Group
33
UBS Group
Switzerland
$1.98M +$133K +2,491 +7%
AWM
34
Apex Wealth Management
New Hampshire
$1.71M +$14K +263 +0.8%
FWM
35
Fortress Wealth Management
California
$1.66M -$3.84K -72 -0.2%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.61M +$510K +9,570 +42%
SWP
37
Stratos Wealth Partners
Ohio
$1.58M -$510K -9,573 -23%
TWM
38
Tolleson Wealth Management
Texas
$1.51M – – –
BWA
39
Bestgate Wealth Advisors
Maryland
$1.49M +$75.9K +1,423 +5%
SWM
40
Spire Wealth Management
Virginia
$1.47M +$9.22K +173 +0.6%
FPAS
41
Focus Partners Advisor Solutions
Missouri
$1.43M +$188K +3,531 +14%
AWA
42
Arete Wealth Advisors
Illinois
$1.43M -$386K -7,236 -20%
DWM
43
Dopkins Wealth Management
New York
$1.41M +$188K +3,529 +14%
CIG
44
CHB Investment Group
Pennsylvania
$1.36M -$45.5K -854 -3%
AAS
45
Asset Allocation Strategies
Michigan
$1.35M -$395K -7,400 -22%
VWA
46
Valued Wealth Advisors
Utah
$1.33M +$456K +8,552 +48%
WN
47
Williams & Novak
California
$1.22M -$325K -6,100 -20%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$1.22M -$1.09M -20,523 -46%
LTL
49
Lowery Thomas LLC
California
$1.21M -$12.7K -238 -1%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.21M +$75.5K +1,417 +6%
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