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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
326
North Star Investment Management
Illinois
$13.6K – – –
CA
327
Crewe Advisors
Utah
$13.3K – – –
AF
328
Advisornet Financial
Minnesota
$13.1K +$2.95K +58 +33%
CMP
329
Coston McIsaac & Partners
Maine
$13K – – –
MWA
330
Medallion Wealth Advisors
Connecticut
$12.5K -$24.2K -475 -68%
FW
331
Fairway Wealth
Ohio
$12.5K – – –
SL
332
Salomon & Ludwin
Virginia
$11.9K -$560 -11 -5%
CA
333
Continuum Advisory
Idaho
$11.2K +$10.2K +200 New
PWMG
334
Private Wealth Management Group
New Jersey
$10.2K – – –
PB
335
Prosperity Bancshares
Texas
$9.76K – – –
BTI
336
Blue Trust Inc
Georgia
$9.31K – – –
HWA
337
Heritage Wealth Advisors
Virginia
$8.92K – – –
HNW
338
High Note Wealth
Minnesota
$8.48K +$7.74K +152 New
ADL
339
Asset Dedication LLC
California
$8.37K +$7.64K +150 New
ABC
340
Anchor Bay Capital
California
$8.04K +$7.33K +144 New
RF
341
Robinswood Financial
Washington
$7.83K – – –
MSFP
342
Mark Sheptoff Financial Planning
Connecticut
$7.14K – – –
KFAS
343
Keating Financial Advisory Services
Kansas
$6.97K – – –
MCA
344
Maryland Capital Advisors
Maryland
$6.92K +$6.31K +124 New
CI
345
Cordant Inc
Oregon
$6.58K +$6.01K +118 New
SAM
346
Smartleaf Asset Management
Massachusetts
$5.97K – – –
AIS
347
Advocate Investing Services
Maryland
$5.58K +$5.09K +100 New
W
348
WealthCollab
Washington
$5.3K – – –
CPG
349
Cornerstone Planning Group
New Jersey
$5.24K – – –
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$4.85K – – –
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14
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