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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
226
C.M. Bidwell & Associates
Hawaii
$199K
ACA
227
Aptus Capital Advisors
Alabama
$188K -$29.9K -628 -13%
RFP
228
Root Financial Partners
California
$184K
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$178K -$29.9K -628 -14%
OC
230
Oakworth Capital
Alabama
$166K -$6.15K -129 -3%
GWM
231
Geneos Wealth Management
Colorado
$154K +$72.2K +1,514 +83%
WETS
232
Wealth Enhancement Trust Services
South Dakota
$146K
RWM
233
RMG Wealth Management
Wisconsin
$146K +$136K +2,858 New
FFO
234
Fortitude Family Office
Arizona
$143K
WT
235
WHI Trust
Illinois
$141K
Vanguard Advisers Inc
236
Vanguard Advisers Inc
Pennsylvania
$137K +$142K +2,989 New
AEPWM
237
Atlantic Edge Private Wealth Management
Florida
$123K
AWM
238
AE Wealth Management
Kansas
$121K
AF
239
Allworth Financial
California
$118K +$11.1K +232 +10%
TM
240
Torren Management
California
$115K -$1.71M -35,794 -93%
CIAS
241
Capital Investment Advisory Services
North Carolina
$115K
ITIM
242
Indiana Trust & Investment Management
Indiana
$109K
HNB
243
Huntington National Bank
Ohio
$108K
GI
244
GAMMA Investing
California
$108K
GCP
245
Gill Capital Partners
Colorado
$98.5K +$102K +2,148 New
PFO
246
Pioneer Family Office
Florida
$96.6K
T
247
Tidemark
California
$94.7K
Vanguard National Trust
248
Vanguard National Trust
Pennsylvania
$85.1K +$88.4K +1,855 New
TCM
249
Triumph Capital Management
Colorado
$81.3K -$48 -1 -0.1%
AUB
250
Atlantic Union Bankshares
Virginia
$79.5K