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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$66K +$17.4K +455 +39%
HAP
227
Harbor Asset Planning
Massachusetts
$64.6K +$60.5K +1,587 New
FFA
228
Farther Finance Advisors
California
$64K +$22.8K +598 +61%
GRP
229
Global Retirement Partners
California
$63.6K +$59.7K +1,564 New
T
230
Tidemark
California
$60.2K – – –
SS
231
Sunbelt Securities
Texas
$59.5K -$11.3K -297 -17%
PTC
232
Private Trust Company
Ohio
$53.8K +$12.5K +328 +33%
MIA
233
Milestone Investment Advisors
Wisconsin
$53.4K – – –
S
234
Sachetta
Massachusetts
$44.6K +$114 +3 +0.3%
TFGT
235
TS Financial Group (TSFG)
Illinois
$41K – – –
NA
236
NewEdge Advisors
Louisiana
$37.8K +$6.52K +171 +23%
BF
237
BOK Financial
Oklahoma
$37.4K -$191 -5 -0.5%
YAL
238
Your Advocates Ltd
Texas
$37.2K -$2.56K -67 -7%
AWM
239
Abound Wealth Management
Tennessee
$37.1K +$76 +2 +0.2%
HC
240
Hoese & Co
Minnesota
$35K – – –
IF
241
Integrity Financial
Wyoming
$31.1K – – –
BC
242
Barrett & Company
Rhode Island
$30.5K – – –
MWA
243
Medallion Wealth Advisors
Connecticut
$28.5K – – –
RTL
244
Red Tortoise LLC
Georgia
$25.4K – – –
HI
245
Harbour Investments
Wisconsin
$24.1K +$18.6K +487 +464%
PCTC
246
Perkins Coie Trust Company
Washington
$21.3K – – –
HFS
247
Hantz Financial Services
Michigan
$21K +$19.6K +515 New
AF
248
Allworth Financial
California
$20.4K – – –
MJRIC
249
Mogy Joel R Investment Counsel
California
$19.7K +$18.5K +485 New
CA
250
Clearstead Advisors
Ohio
$19.4K -$38 -1 -0.2%
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