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Invesco S&P SmallCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$300K +$263K +4,672 +813%
IFG
77
Independent Financial Group
California
$275K -$17K -302 -6%
CA
78
CoreCap Advisors
Michigan
$274K +$107K +1,893 +65%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$267K -$4.56K -81 -2%
PSF
80
Pacific Sun Financial
California
$262K +$258K +4,580 New
SFS
81
Sunrise Financial Services
Washington
$256K +$253K +4,485 New
EAM
82
Evanson Asset Management
California
$255K
WMG
83
WESCAP Management Group
California
$251K +$4.39K +78 +2%
TA
84
TruWealth Advisors
Louisiana
$239K
OIA
85
OneDigital Investment Advisors
Kansas
$235K -$15.4K -273 -6%
SFC
86
Swisher Financial Concepts
Ohio
$226K
PAS
87
Park Avenue Securities
New York
$214K
SSWM
88
Sheets Smith Wealth Management
North Carolina
$214K
MWP
89
Madison Wealth Partners
Wisconsin
$208K +$205K +3,644 New
HF
90
HRT Financial
New York
$205K +$202K +3,593 New
GWM
91
Greenline Wealth Management
Florida
$190K +$187K +3,320 New
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$150K +$10.4K +184 +8%
SFC
93
SYM Financial Corp
Indiana
$114K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$113K -$5.24K -93 -4%
PTC
95
Private Trust Company
Ohio
$103K
CAL
96
Capital Analysts LLC
Pennsylvania
$92K +$90.2K +1,602 New
RMP
97
Richards, Merrill & Peterson
Washington
$85.7K
AF
98
Allworth Financial
California
$82.8K +$76.4K +1,356 +1,474%
CPG
99
Cornerstone Planning Group
New Jersey
$73.3K +$282 +5 +0.4%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$57K +$55.7K +989 New