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Invesco S&P SmallCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$664K +$194K +3,557 +42%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$612K -$19.2K -351 -3%
CFD
78
Creative Financial Designs
Indiana
$575K -$39.1K -715 -6%
SEP
79
Southland Equity Partners
Missouri
$556K +$29.3K +537 +6%
IFWM
80
Institute for Wealth Management
Colorado
$536K
GWM
81
Geneos Wealth Management
Colorado
$535K +$107K +1,955 +25%
RA
82
RFG Advisory
Alabama
$516K +$31.6K +578 +7%
ACM
83
Armbruster Capital Management
New York
$510K -$1.53K -28 -0.3%
PS
84
Principal Securities
Iowa
$497K +$14.7K +269 +3%
Creative Planning
85
Creative Planning
Kansas
$490K -$12.9K -236 -3%
BA
86
Brightwater Advisory
Florida
$477K +$10.5K +193 +2%
SFC
87
Swisher Financial Concepts
Ohio
$448K +$232K +4,248 +100%
SWM
88
Silverlake Wealth Management
Vermont
$404K +$328 +6 +0.1%
CWC
89
Carolinas Wealth Consulting
North Carolina
$389K +$67.5K +1,236 +21%
SPC
90
Sigma Planning Corp
Michigan
$380K +$23.9K +437 +7%
PA
91
Parallel Advisors
California
$362K
IFG
92
Independent Financial Group
California
$324K -$11K -202 -3%
ACP
93
Aveo Capital Partners
Colorado
$322K -$146K -2,680 -31%
Truist Financial
94
Truist Financial
North Carolina
$300K -$2.79K -51 -0.9%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$297K +$295K +5,400 New
DWM
96
Dopkins Wealth Management
New York
$281K +$279K +5,114 New
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$275K
WMG
98
WESCAP Management Group
California
$259K -$20.2K -370 -7%
TC
99
TownSquare Capital
Utah
$247K +$28.1K +514 +13%
EAM
100
Evanson Asset Management
California
$245K