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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
226
Atlantic Edge Private Wealth Management
Florida
$17.5K – – –
AP
227
Aspect Partners
Virginia
$16.5K – – –
TIM
228
Tortoise Investment Management
New York
$16.5K – – –
QCG
229
Quadrant Capital Group
Ohio
$15.3K – – –
BCWM
230
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
ACM
231
Anfield Capital Management
California
$11.5K +$10.9K +292 New
CI
232
Cordant Inc
Oregon
$11.4K – – –
EWA
233
EverSource Wealth Advisors
Alabama
$11.4K +$9.42K +253 +460%
HWA
234
HHM Wealth Advisors
Tennessee
$10.6K – – –
BWP
235
Baldwin Wealth Partners
Massachusetts
$9.82K – – –
MFT
236
Moisand Fitzgerald Tamayo
Florida
$9.82K – – –
NSIM
237
North Star Investment Management
Illinois
$9.31K – – –
PTC
238
Private Trust Company
Ohio
$9.31K – – –
SL
239
Salomon & Ludwin
Virginia
$9.23K – – –
GIA
240
GHP Investment Advisors
Colorado
$9.04K +$8.57K +230 New
JPWM
241
Jamison Private Wealth Management
Georgia
$7.86K +$7.45K +200 New
RA
242
Rise Advisors
New York
$7.68K +$37 +1 +0.5%
ADL
243
Asset Dedication LLC
California
$7K – – –
SAM
244
Smartleaf Asset Management
Massachusetts
$6.83K +$6.52K +175 New
HWA
245
Heritage Wealth Advisors
Virginia
$6.29K – – –
RF
246
Robinswood Financial
Washington
$5.46K – – –
DF
247
Dunhill Financial
United Kingdom
$3.99K – – –
MA
248
MCF Advisors
Kentucky
$3.73K – – –
ME
249
McIlrath & Eck
Washington
$3.73K – – –
PA
250
PSI Advisors
Florida
$3.54K – – –
7 8 9
10
11