We are live on ! Find out more
XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$282K +$298K +6,200 New
AWM
77
AE Wealth Management
Kansas
$281K +$53.2K +1,108 +22%
Brown Advisory
78
Brown Advisory
Maryland
$268K -$59.1K -1,230 -17%
OC
79
Oppenheimer & Co
New York
$266K +$20.5K +427 +8%
TCWM
80
Total Clarity Wealth Management
Illinois
$262K +$276K +5,751 New
FAIM
81
Financial Advocates Investment Management
Washington
$232K -$509K -10,591 -68%
GRP
82
Global Retirement Partners
California
$229K -$13.5K -281 -5%
CWC
83
Carolinas Wealth Consulting
North Carolina
$209K -$10.9K -227 -5%
NFG
84
Nations Financial Group
Iowa
$208K -$14.6K -303 -6%
EAM
85
Evanson Asset Management
California
$203K
FTUS
86
Flow Traders U.S.
New York
$202K +$214K +4,447 New
DAS
87
Dynamic Advisor Solutions
Arizona
$202K -$115K -2,403 -35%
AAS
88
Ameritas Advisory Services
Nebraska
$156K -$1.05M -21,876 -86%
CPA
89
Cardiff Park Advisors
California
$140K
BAM
90
Belpointe Asset Management
Nevada
$135K -$59.9K -1,247 -30%
Citadel Advisors
91
Citadel Advisors
Florida
$135K -$796K -16,576 -85%
ASN
92
Advisory Services Network
Georgia
$105K
BAAM
93
Baker Avenue Asset Management
California
$75.1K +$79.3K +1,650 New
SPIA
94
Steward Partners Investment Advisory
New York
$69.9K
FCB
95
First Command Bank
Texas
$61.5K
FCFS
96
First Command Financial Services
Texas
$61.5K
AWM
97
Accel Wealth Management
Iowa
$56K
BWM
98
Baystate Wealth Management
Massachusetts
$51.4K +$54.1K +1,127 New
BCMIO
99
Beacon Capital Management Inc (Ohio)
Ohio
$51.3K -$2.83K -59 -5%
CFD
100
Creative Financial Designs
Indiana
$50K -$1.25K -26 -2%