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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$35K +$3.25K +81 +11%
NA
227
NewEdge Advisors
Louisiana
$31.5K – – –
BC
228
Barrett & Company
Rhode Island
$31.2K – – –
FFA
229
Farther Finance Advisors
California
$27K +$26.1K +650 New
RTL
230
Red Tortoise LLC
Georgia
$26K – – –
CT
231
Colonial Trust
South Carolina
$23.8K – – –
GFPC
232
Global Financial Private Client
Florida
$23.7K – – –
PCTC
233
Perkins Coie Trust Company
Washington
$21.8K – – –
TAM
234
Tucker Asset Management
Colorado
$21.3K +$80 +2 +0.4%
CA
235
Continuum Advisory
Idaho
$21.2K +$80 +2 +0.4%
CA
236
Clearstead Advisors
Ohio
$19.7K +$40 +1 +0.2%
NRC
237
New Republic Capital
North Carolina
$19.5K – – –
AEPWM
238
Atlantic Edge Private Wealth Management
Florida
$18.5K – – –
HR
239
Howe & Rusling
New York
$17.5K -$19.4K -483 -53%
AP
240
Aspect Partners
Virginia
$17.5K – – –
TIM
241
Tortoise Investment Management
New York
$17.5K – – –
FDCP
242
Foster Dykema Cabot & Partners
Massachusetts
$17.2K +$16.6K +414 New
QCG
243
Quadrant Capital Group
Ohio
$16.2K – – –
BA
244
Bristlecone Advisors
Washington
$16.1K +$15.6K +388 New
S
245
SignatureFD
Georgia
$15.5K – – –
BCWM
246
Bartlett & Co Wealth Management
Ohio
$12.3K – – –
CI
247
Cordant Inc
Oregon
$12.1K – – –
HWA
248
HHM Wealth Advisors
Tennessee
$11.2K – – –
BWP
249
Baldwin Wealth Partners
Massachusetts
$10.4K – – –
MFT
250
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
8 9
10
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