News + Filings Key Docs Ownership
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INVESCO EXCHANGE TRADED FD T (XMVM)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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LPL Financial LLC
| 382,191 | -43,579 | 16,680,718,000 | 0.01 | |
Hist
| 03/31/2023 |
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Raymond James Financial Services Advisors, Inc.
| 250,818 | 182,628 | 11,045,903,000 | 0.02 | |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 231,955 | -15,286 | 10,695,230,000 | 0.00 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 217,810 | 131,056 | 10,042,968,000 | 0.00 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 188,655 | -9,234 | 8,698,601,000 | | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 187,146 | -218,856 | 8,630,061,000 | 0.00 | |
Hist
| 06/30/2023 |
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Whitaker-Myers Wealth Managers, LTD.
| 114,004 | 72,118 | 5,226,092,000 | 3.24 | |
Hist
| 09/30/2023 |
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ROYAL BANK OF CANADA
| 94,669 | -32,900 | 4,365,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 92,671 | 2,812 | 4,272,958,000 | 0.06 | |
Hist
| 06/30/2023 |
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Masso Torrence Wealth Management Inc.
| 69,272 | -20,756 | 3,194,042,000 | 2.30 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 45,861 | 4,145 | 2,114,585,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 38,827 | -50,617 | 1,790,273,000 | 0.00 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 35,017 | 19,754 | 1,542,160,000 | 0.00 | |
Hist
| 12/31/2022 |
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CITIGROUP INC
| 28,894 | 2,583 | 1,332,256,000 | 0.00 | |
Hist
| 06/30/2023 |
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Archford Capital Strategies, LLC
| 25,611 | 25,611 | 1,222,884,000 | 0.23 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 24,732 | 3,991 | 1,079,410,000 | 0.01 | |
Hist
| 03/31/2023 |
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Sigma Planning Corp
| 20,148 | -255 | 887,309,000 | 0.03 | |
Hist
| 12/31/2022 |
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Equitable Holdings, Inc.
| 16,975 | -4,605 | 782,699,000 | 0.01 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 16,893 | 518 | 778,911,000 | 0.00 | |
Hist
| 06/30/2023 |
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Atlas Private Wealth Advisors
| 14,578 | -340 | 672,170,000 | 0.14 | |
Hist
| 06/30/2023 |
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MONEY CONCEPTS CAPITAL CORP
| 67,455 | 35,791 | 666,212,000 | 0.04 | |
Hist
| 03/31/2023 |
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BROWN ADVISORY INC
| 13,846 | -1,604 | 604,309,000 | 0.00 | |
Hist
| 03/31/2023 |
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Bridge Advisory, LLC
| 11,036 | 2,299 | 508,842,000 | 0.19 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 10,977 | 347 | 506,150,000 | 0.00 | |
Hist
| 06/30/2023 |
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ZACKS INVESTMENT MANAGEMENT
| 10,804 | 104 | 498,176,000 | | |
Hist
| 06/30/2023 |
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Institute for Wealth Management, LLC.
| 10,145 | 0 | 446,781,000 | 0.09 | |
Hist
| 12/31/2022 |
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Cornerstone Wealth Management, LLC
| 9,206 | 3 | 424,477,000 | 0.04 | |
Hist
| 06/30/2023 |
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Armbruster Capital Management, Inc.
| 8,749 | 0 | 403,407,000 | 0.10 | |
Hist
| 06/30/2023 |
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AVAII WEALTH MANAGEMENT, LLC
| 8,774 | 2,891 | 386,399,000 | 0.35 | |
Hist
| 12/31/2022 |
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Vestmark Advisory Solutions, Inc.
| 7,376 | -583 | 340,099,000 | 0.01 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 7,198 | 573 | 314,152,000 | 0.00 | |
Hist
| 03/31/2023 |
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SILVERLAKE WEALTH MANAGEMENT LLC
| 5,870 | 5,870 | 269,090,000 | 0.15 | |
Hist
| 09/30/2023 |
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Maltin Wealth Management, Inc.
| 5,283 | 5,283 | 243,577,000 | 0.05 | |
Hist
| 06/30/2023 |
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Ullmann Wealth Partners Group, LLC
| 5,275 | 6 | 232,305,000 | 0.06 | |
Hist
| 12/31/2022 |
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Financial Advocates Investment Management
| 4,374 | 4,374 | 201,687,000 | 0.01 | |
Hist
| 06/30/2023 |
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