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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Lyell Wealth Management
California
$250K -$10.2K -200 -4%
RIS
227
Richmond Investment Services
Wisconsin
$249K +$227K +4,466 New
IFA
228
Index Fund Advisors
California
$248K -$1.07K -21 -0.5%
IWC
229
Integrated Wealth Concepts
Massachusetts
$248K +$226K +4,446 New
HIP
230
HUB Investment Partners
Texas
$248K +$226K +4,442 New
FC
231
Fusion Capital
South Carolina
$246K +$407 +8 +0.2%
CAM
232
Clark Asset Management
New Hampshire
$244K +$223K +4,370 New
GRP
233
Global Retirement Partners
California
$243K +$222K +4,354 New
Truist Financial
234
Truist Financial
North Carolina
$242K +$221K +4,336 New
CMBA
235
C.M. Bidwell & Associates
Hawaii
$241K – – –
GWA
236
Genesis Wealth Advisors
Massachusetts
$241K +$220K +4,320 New
FFM
237
Forum Financial Management
Illinois
$241K +$220K +4,315 New
CCMI
238
Creative Capital Management Investments
California
$240K -$5.35K -105 -2%
MCP
239
Martin Capital Partners
Oregon
$238K +$218K +4,273 New
NFS
240
NewCorp Financial Services
Georgia
$235K -$21K -412 -9%
JIC
241
Joel Isaacson & Co
New York
$234K +$213K +4,190 New
SI
242
Stephens Inc
Arkansas
$232K +$212K +4,165 New
MML Investors Services
243
MML Investors Services
Massachusetts
$231K +$211K +4,145 New
ACA
244
Aptus Capital Advisors
Alabama
$229K +$407 +8 +0.2%
Two Sigma Investments
245
Two Sigma Investments
New York
$229K +$209K +4,100 New
TCIIS
246
TIAA-CREF Individual & Institutional Services
New York
$227K +$207K +4,070 New
PL
247
Plancorp LLC
Missouri
$227K – – –
HCC
248
Hirtle Callaghan & Co
Pennsylvania
$225K +$206K +4,042 New
MCM
249
Maple Capital Management
Vermont
$224K +$205K +4,025 New
PWMG
250
Pinnacle Wealth Management Group
Michigan
$219K +$200K +3,923 New