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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
226
Center for Financial Planning
Michigan
$199K – – –
CMBA
227
C.M. Bidwell & Associates
Hawaii
$199K – – –
ACA
228
Aptus Capital Advisors
Alabama
$188K -$29.9K -628 -13%
RFP
229
Root Financial Partners
California
$184K – – –
GWANC
230
Guardian Wealth Advisors (North Carolina)
North Carolina
$178K -$29.9K -628 -14%
OC
231
Oakworth Capital
Alabama
$166K -$6.15K -129 -3%
GWM
232
Geneos Wealth Management
Colorado
$154K +$72.2K +1,514 +83%
WETS
233
Wealth Enhancement Trust Services
South Dakota
$146K – – –
RWM
234
RMG Wealth Management
Wisconsin
$146K +$136K +2,858 New
FFO
235
Fortitude Family Office
Arizona
$143K – – –
WT
236
WHI Trust
Illinois
$141K – – –
Vanguard Advisers Inc
237
Vanguard Advisers Inc
Pennsylvania
$137K +$142K +2,989 New
AEPWM
238
Atlantic Edge Private Wealth Management
Florida
$123K – – –
AWM
239
AE Wealth Management
Kansas
$121K – – –
AF
240
Allworth Financial
California
$118K +$11.1K +232 +10%
TM
241
Torren Management
California
$115K -$1.71M -35,794 -93%
CIAS
242
Capital Investment Advisory Services
North Carolina
$115K – – –
ITIM
243
Indiana Trust & Investment Management
Indiana
$109K – – –
HNB
244
Huntington National Bank
Ohio
$108K – – –
GI
245
GAMMA Investing
California
$108K – – –
GCP
246
Gill Capital Partners
Colorado
$98.5K +$102K +2,148 New
PFO
247
Pioneer Family Office
Florida
$96.6K – – –
T
248
Tidemark
California
$94.7K – – –
Vanguard National Trust
249
Vanguard National Trust
Pennsylvania
$85.1K +$88.4K +1,855 New
TCM
250
Triumph Capital Management
Colorado
$81.3K -$48 -1 -0.1%