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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
226
Private Trust Company
Ohio
$41.4K – – –
YAL
227
Your Advocates Ltd
Texas
$40.8K -$52.9K -1,235 -56%
AF
228
Allworth Financial
California
$40.6K -$8.73K -204 -18%
AWM
229
Abound Wealth Management
Tennessee
$37.8K +$214 +5 +0.6%
BF
230
BOK Financial
Oklahoma
$37.6K -$15K -350 -28%
HC
231
Hoese & Co
Minnesota
$35.8K -$77.7K -1,815 -68%
BBHC
232
Brown Brothers Harriman & Co
New York
$35.2K +$36.2K +846 New
TAM
233
Tucker Asset Management
Colorado
$34.3K +$13.3K +310 +60%
FFA
234
Farther Finance Advisors
California
$34.1K +$7.28K +170 +26%
CA
235
Continuum Advisory
Idaho
$33.1K +$13.1K +307 +63%
OC
236
Oarsman Capital
Wisconsin
$32.5K +$33.4K +781 New
IF
237
Integrity Financial
Wyoming
$31.8K +$32.8K +765 New
NA
238
NewEdge Advisors
Louisiana
$31.5K +$43 +1 +0.1%
BC
239
Barrett & Company
Rhode Island
$31.2K – – –
MWA
240
Medallion Wealth Advisors
Connecticut
$26.5K +$30K +700 New
RTL
241
Red Tortoise LLC
Georgia
$26K – – –
CT
242
Colonial Trust
South Carolina
$23.9K – – –
GFPC
243
Global Financial Private Client
Florida
$23.7K – – –
PCTC
244
Perkins Coie Trust Company
Washington
$21.8K – – –
CA
245
Clearstead Advisors
Ohio
$19.8K +$86 +2 +0.4%
NRC
246
New Republic Capital
North Carolina
$19.6K – – –
HR
247
Howe & Rusling
New York
$17.5K +$43 +1 +0.2%
AP
248
Aspect Partners
Virginia
$17.5K – – –
TIM
249
Tortoise Investment Management
New York
$17.5K – – –
BA
250
Bristlecone Advisors
Washington
$16.2K +$86 +2 +0.5%
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