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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
251
North Star Investment Management
Illinois
$9.93K +$40 +1 +0.4%
SL
252
Salomon & Ludwin
Virginia
$9.76K – – –
GIA
253
GHP Investment Advisors
Colorado
$9.56K – – –
CMP
254
Coston McIsaac & Partners
Maine
$9K +$9.62K +240 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$8.52K – – –
JPWM
256
Jamison Private Wealth Management
Georgia
$8.31K – – –
RA
257
Rise Advisors
New York
$8.19K +$40 +1 +0.5%
ADL
258
Asset Dedication LLC
California
$7.69K – – –
CIA
259
Cape Investment Advisory
Georgia
$6.86K -$9.82K -245 -60%
HWA
260
Heritage Wealth Advisors
Virginia
$6.65K – – –
PS
261
Planned Solutions
California
$6.19K +$5.97K +149 New
RF
262
Robinswood Financial
Washington
$5.83K – – –
SAM
263
Smartleaf Asset Management
Massachusetts
$5.76K – – –
DF
264
Dunhill Financial
United Kingdom
$4.25K – – –
MA
265
MCF Advisors
Kentucky
$3.95K – – –
PA
266
PSI Advisors
Florida
$3.74K – – –
IA
267
IFP Advisors
Florida
$3.37K +$2.21K +55 +212%
WT
268
Washington Trust
Rhode Island
$2.91K – – –
EWP
269
Elevation Wealth Partners
California
$2.54K – – –
SWC
270
Spectrum Wealth Counsel
Indiana
$1.42K +$962 +24 +240%
AT
271
Arlington Trust
Alabama
$1.33K – – –
FWM
272
FSA Wealth Management
Massachusetts
$997 +$962 +24 New
MWA
273
MFA Wealth Advisors
Pennsylvania
$416 – – –
BFS
274
Bare Financial Services
Pennsylvania
$27 – – –
SFC
275
Strategic Financial Concepts
Texas
– -$625 -25,970 Closed
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11
12