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Invesco S&P SmallCap Value with Momentum ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$56.1K +$26.9K +478 +95%
HAP
102
Harbor Asset Planning
Massachusetts
$55.1K +$225 +4 +0.4%
AWM
103
AE Wealth Management
Kansas
$49.5K -$3.04K -54 -6%
GRP
104
Global Retirement Partners
California
$39.7K -$1.75K -31 -4%
KAS
105
Kestra Advisory Services
Texas
$39.5K +$38.9K +691 New
HIA
106
Harbor Investment Advisory
Maryland
$37.1K
UB
107
UMB Bank
Missouri
$32K +$31.5K +560 New
GAFA
108
Garton & Associates Financial Advisors
Kentucky
$31.5K +$31.1K +552 New
BCMIO
109
Beacon Capital Management Inc (Ohio)
Ohio
$31.3K -$113 -2 -0.4%
CP
110
Camelot Portfolios
Ohio
$20.9K +$20.6K +365 New
DF
111
DecisionPoint Financial
Arizona
$20.4K +$20.1K +357 New
US Bancorp
112
US Bancorp
Minnesota
$18.7K
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$16.6K +$56 +1 +0.3%
CWMS
114
CFG Wealth Management Services
Indiana
$9.95K +$9.8K +174 New
FGAM
115
Financial Gravity Asset Management
Texas
$9.48K
SAM
116
Smartleaf Asset Management
Massachusetts
$8.71K +$8.5K +151 New
BW
117
Basepoint Wealth
Iowa
$8K +$7.88K +140 New
IAIM
118
International Assets Investment Management
Florida
$7.83K +$7.71K +137 New
Comerica Bank
119
Comerica Bank
Texas
$6.74K +$6.64K +118 New
IIM
120
IFC & Insurance Marketing
California
$6K +$5.91K +105 New
JWM
121
Jessup Wealth Management
Ohio
$5.43K +$5.35K +95 New
HI
122
Harbour Investments
Wisconsin
$5.14K
FHA
123
Flagship Harbor Advisors
Massachusetts
$3.5K +$3.44K +61 New
SIS
124
Sound Income Strategies
Florida
$13
AWM
125
Apex Wealth Management
New Hampshire
-$1.94M -34,403 Closed