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Invesco S&P SmallCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
26
Premier Path Wealth Partners
New Jersey
$2.73M +$125K +2,266 +5%
Ameriprise
27
Ameriprise
Minnesota
$2.72M +$43.3K +785 +2%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$2.51M -$54.2K -983 -2%
DWM
29
Dopkins Wealth Management
New York
$2.49M -$49.8K -903 -2%
Citigroup
30
Citigroup
New York
$2.39M -$237K -4,300 -9%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$2.01M -$11.8K -214 -0.6%
AWM
32
Apex Wealth Management
New Hampshire
$1.94M +$13.1K +238 +0.7%
FWM
33
Fortress Wealth Management
California
$1.81M -$55.3K -1,003 -3%
SWP
34
Stratos Wealth Partners
Ohio
$1.8M -$3.97K -72 -0.2%
BWA
35
Bestgate Wealth Advisors
Maryland
$1.77M +$96.3K +1,746 +6%
TWM
36
Tolleson Wealth Management
Texas
$1.69M
SWM
37
Spire Wealth Management
Virginia
$1.54M +$7.06K +128 +0.5%
IWM
38
IHT Wealth Management
Illinois
$1.47M +$151K +2,744 +12%
LTL
39
Lowery Thomas LLC
California
$1.43M +$58.2K +1,055 +4%
WN
40
Williams & Novak
California
$1.43M +$53.2K +965 +4%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.3M -$3M -54,400 -70%
SL
42
SFM LLC
New Hampshire
$1.21M -$8.49K -154 -0.7%
VWA
43
Valued Wealth Advisors
Utah
$1.12M -$2.87K -52 -0.3%
Charles Schwab
44
Charles Schwab
California
$1.04M -$120K -2,176 -11%
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$999K -$12K -218 -1%
AAS
46
Asset Allocation Strategies
Michigan
$982K -$357K -6,466 -27%
OC
47
OxenFree Capital
Florida
$953K -$50.3K -913 -5%
SA
48
Sanctuary Advisors
Indiana
$934K
Stifel Financial
49
Stifel Financial
Missouri
$919K -$97.5K -1,768 -10%
UBS Group
50
UBS Group
Switzerland
$886K -$2.91M -52,773 -77%