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Invesco S&P SmallCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$423K -$19.8K -300 -5%
PA
77
Parallel Advisors
California
$418K
EH
78
Equitable Holdings
New York
$409K -$60.9K -923 -14%
SPC
79
Sigma Planning Corp
Michigan
$393K +$726 +11 +0.2%
IFG
80
Independent Financial Group
California
$378K +$40.7K +616 +13%
LWM
81
Lyell Wealth Management
California
$371K +$352K +5,331 New
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$357K -$5.35K -81 -2%
CA
83
CoreCap Advisors
Michigan
$354K +$9.04K +137 +3%
WA
84
Waverly Advisors
Alabama
$336K +$319K +4,834 New
OP
85
Oath Planning
Oklahoma
$336K -$75.9K -1,150 -19%
NA
86
NewEdge Advisors
Louisiana
$334K -$396 -6 -0.1%
PSF
87
Pacific Sun Financial
California
$320K
SFS
88
Sunrise Financial Services
Washington
$310K +$528 +8 +0.2%
EF
89
Evanson Financial
Virginia
$310K +$294K +4,455 New
WMG
90
WESCAP Management Group
California
$306K +$198 +3 +0.1%
SWM
91
Silverlake Wealth Management
Vermont
$265K -$105K -1,594 -30%
OIA
92
OneDigital Investment Advisors
Kansas
$264K -$22.4K -339 -8%
SSWM
93
Sheets Smith Wealth Management
North Carolina
$260K
GS
94
GWN Securities
Florida
$237K -$330 -5 -0.1%
GWM
95
Greenline Wealth Management
Florida
$232K +$462 +7 +0.2%
UWPG
96
Ullmann Wealth Partners Group
Florida
$222K +$211K +3,195 New
MWP
97
Madison Wealth Partners
Wisconsin
$221K -$33.2K -503 -14%
IWC
98
Integrated Wealth Concepts
Massachusetts
$216K +$205K +3,106 New
VA
99
Valmark Advisers
Ohio
$215K -$40.3K -611 -16%
GWP
100
Gateway Wealth Partners
Wisconsin
$206K -$171K -2,588 -47%