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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
251
Facet Wealth Inc
Maryland
$219K +$200K +3,920 New
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$218K -$37.5K -737 -16%
GWANC
253
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K +$356 +7 +0.2%
BWP
254
Balboa Wealth Partners
Arizona
$215K +$196K +3,859 New
UB
255
Umpqua Bank
Oregon
$215K +$196K +3,849 New
FDS
256
Freedom Day Solutions
Texas
$211K +$192K +3,775 New
SFS
257
Solitude Financial Services
Virginia
$209K +$191K +3,750 New
OC
258
Oakworth Capital
Alabama
$202K – – –
LWM
259
LJI Wealth Management
Indiana
$202K +$185K +3,625 New
CCA
260
Clearwater Capital Advisors
Illinois
$202K +$184K +3,618 New
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$180K +$165K +3,232 New
WETS
262
Wealth Enhancement Trust Services
South Dakota
$178K – – –
FFO
263
Fortitude Family Office
Arizona
$174K – – –
GWM
264
Geneos Wealth Management
Colorado
$171K -$14.1K -276 -8%
Vanguard Advisers Inc
265
Vanguard Advisers Inc
Pennsylvania
$167K +$611 +12 +0.4%
AWM
266
AE Wealth Management
Kansas
$156K +$7.49K +147 +6%
AF
267
Allworth Financial
California
$154K +$9.68K +190 +7%
AEPWM
268
Atlantic Edge Private Wealth Management
Florida
$149K – – –
IA
269
IFG Advisory
Georgia
$140K +$128K +2,510 New
CIAS
270
Capital Investment Advisory Services
North Carolina
$139K – – –
TM
271
Torren Management
California
$139K – – –
CFFP
272
Center for Financial Planning
Michigan
$135K -$97.8K -1,920 -44%
ITIM
273
Indiana Trust & Investment Management
Indiana
$133K – – –
GI
274
GAMMA Investing
California
$131K – – –
GCP
275
Gill Capital Partners
Colorado
$120K – – –