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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
301
First Command Advisory Services
Texas
$6.29K +$6.26K +137 New
MSFP
302
Mark Sheptoff Financial Planning
Connecticut
$5.87K
KFAS
303
Keating Financial Advisory Services
Kansas
$5.74K +$5.71K +125 New
MCA
304
Maryland Capital Advisors
Maryland
$5.69K
AIP
305
Ameritas Investment Partners
Nebraska
$5.28K
CPG
306
Cornerstone Planning Group
New Jersey
$4.68K -$1.97K -43 -31%
W
307
WealthCollab
Washington
$4.36K +$4.34K +95 New
DPW
308
DiNuzzo Private Wealth
Pennsylvania
$3.99K
SFS
309
Sunrise Financial Services
Washington
$3.95K +$3.93K +86 New
FHA
310
Flagship Harbor Advisors
Massachusetts
$3.45K +$3.43K +75 New
CIA
311
Cape Investment Advisory
Georgia
$3.44K
MI
312
Motiv8 Investments
Florida
$3K +$2.74K +60 New
EWP
313
Elevation Wealth Partners
California
$2.8K
AT
314
Arlington Trust
Alabama
$1.47K
GCM
315
Gunpowder Capital Management
Maryland
$872 +$868 +19 New
PMIM
316
Prudent Man Investment Management
Colorado
$459
BBHC
317
Brown Brothers Harriman & Co
New York
$321 +$320 +7 New
DJSG
318
D.J. St. Germain
Massachusetts
$13
BJL
319
Brighton Jones LLC
Washington
-$1.17M -25,751 Closed
SC
320
Scotia Capital
Ontario, Canada
-$914K -20,113 Closed
KA
321
Kovack Advisors
Florida
-$313K -6,898 Closed
EWM
322
Empirical Wealth Management
Washington
-$272K -5,987 Closed
Empower Advisory Group
323
Empower Advisory Group
Colorado
-$258K -5,685 Closed
FCH
324
Freestone Capital Holdings
Washington
-$234K -5,147 Closed
G
325
GenTrust
Florida
-$227K -5,005 Closed