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Invesco S&P SmallCap Value with Momentum ETF
XSVM

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.79M +$52.9K +2,009 +0.7%
SL
2
Systelligence LLC
Minnesota
$6.13M +$6.01M +228,176 New
LPL Financial
3
LPL Financial
California
$5.28M +$571K +21,683 +12%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.57M – – –
TAIM
5
TD Ameritrade Investment Management
Nebraska
$1.84M -$83.4K -3,164 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.63M +$625K +23,708 +64%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.09M +$67.2K +2,550 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.05M -$57.5K -2,181 -5%
TWM
9
Tolleson Wealth Management
Texas
$896K – – –
IWM
10
IHT Wealth Management
Illinois
$720K +$707K +26,809 New
Morgan Stanley
11
Morgan Stanley
New York
$615K -$219K -8,325 -27%
Citigroup
12
Citigroup
New York
$378K -$16.6K -628 -4%
RJA
13
Raymond James & Associates
Florida
$323K +$317K +12,014 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$269K +$32.8K +1,246 +14%
IFWM
15
Institute for Wealth Management
Colorado
$262K – – –
ACM
16
Armbruster Capital Management
New York
$244K – – –
Creative Planning
17
Creative Planning
Kansas
$234K -$1.82K -69 -0.8%
PA
18
Parallel Advisors
California
$229K – – –
Wells Fargo
19
Wells Fargo
California
$216K -$26 -1 -0%
UWPG
20
Ullmann Wealth Partners Group
Florida
$213K +$209K +7,917 New
Osaic Holdings
21
Osaic Holdings
Arizona
$198K -$2.03K -77 -1%
OIA
22
Optimum Investment Advisors
Illinois
$94K – – –
BFEC
23
Benjamin F. Edwards & Company
Missouri
$55K – – –
CWC
24
Carolinas Wealth Consulting
North Carolina
$52K +$184 +7 +0.4%
BCMIO
25
Beacon Capital Management Inc (Ohio)
Ohio
$44K -$712 -27 -2%
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