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Invesco S&P SmallCap Value with Momentum ETF
XSVM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dopkins Wealth Management
New York
$2.73M +$76.7K +1,262 +3%
PPWP
27
Premier Path Wealth Partners
New Jersey
$2.39M -$370K -6,085 -13%
Citigroup
28
Citigroup
New York
$2.36M -$36.7K -604 -2%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$2.3M +$685K +11,265 +41%
Wells Fargo
30
Wells Fargo
California
$2.09M +$78.9K +1,297 +4%
AWM
31
Apex Wealth Management
New Hampshire
$2.09M +$2.11M +34,720 New
WN
32
Williams & Novak
California
$2.07M +$372K +6,124 +22%
IWM
33
IHT Wealth Management
Illinois
$1.9M -$59.5K -979 -3%
FFA
34
Farther Finance Advisors
California
$1.89M -$78K -1,283 -4%
TWM
35
Tolleson Wealth Management
Texas
$1.81M – – –
LTL
36
Lowery Thomas LLC
California
$1.57M +$19.1K +314 +1%
SWM
37
Spire Wealth Management
Virginia
$1.56M +$3.1K +51 +0.2%
BWA
38
Bestgate Wealth Advisors
Maryland
$1.47M -$440K -7,240 -23%
IAA
39
Independent Advisor Alliance
North Carolina
$1.41M +$1.43M +23,463 New
TFP
40
Traction Financial Partners
Wyoming
$1.39M -$9.06M -148,984 -87%
Stifel Financial
41
Stifel Financial
Missouri
$1.33M +$184K +3,023 +16%
SL
42
SFM LLC
New Hampshire
$1.28M +$13.4K +220 +1%
AssetMark Inc
43
AssetMark Inc
California
$1.28M +$1.29M +21,187 New
OC
44
OxenFree Capital
Florida
$1.25M -$55.8K -918 -4%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.11M +$182K +2,997 +19%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.09M -$724K -11,900 -40%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$1.02M -$17K -279 -2%
SA
48
Sanctuary Advisors
Indiana
$996K – – –
Mariner
49
Mariner
Kansas
$960K +$969K +15,932 New
BA
50
Brightwater Advisory
Florida
$960K +$107K +1,762 +12%
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