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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Marquette Asset Management
Minnesota
$6.38M -$30.7K -1,170 -0.5%
MWM
27
Merriman Wealth Management
Washington
$6.38M +$500K +19,100 +8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.2M +$203K +7,755 +3%
AFA
29
Arlington Financial Advisors
California
$6.15M -$237K -9,035 -4%
JWA
30
JFS Wealth Advisors
Pennsylvania
$5.75M -$909K -34,705 -13%
CFA
31
Carroll Financial Associates
North Carolina
$4.31M +$293K +11,170 +7%
MIH
32
Madison Investment Holdings
Wisconsin
$4.16M -$7.73K -295 -0.2%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.95M +$15.7K +600 +0.4%
MFP
34
Mosaic Financial Partners
California
$3.94M -$153K -5,825 -4%
AIA
35
Arbor Investment Advisors
North Carolina
$3.79M +$823K +31,415 +27%
PWAG
36
Polaris Wealth Advisory Group
California
$3.68M +$3.74M +142,795 New
US Bancorp
37
US Bancorp
Minnesota
$3.65M -$95.1K -3,630 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.38M +$2.54M +96,935 +282%
TA
39
Tiedemann Advisors
New York
$3.3M +$260K +9,915 +8%
TWA
40
Tillar-Wenstrup Advisors
Ohio
$3M -$148K -5,635 -5%
AFG
41
Albion Financial Group
Utah
$2.96M
HighTower Advisors
42
HighTower Advisors
Illinois
$2.69M -$31.6K -1,205 -1%
SWP
43
Strategic Wealth Partners
Ohio
$2.55M +$2.59M +98,735 New
CF
44
Copperwynd Financial
Arizona
$2.35M +$2.39M +91,225 New
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$2.24M -$343K -13,085 -13%
LA
46
LVW Advisors
New York
$2.12M -$64.2K -2,450 -3%
Goldman Sachs
47
Goldman Sachs
New York
$2.02M +$16.5K +630 +0.8%
PAG
48
Private Advisor Group
New Jersey
$1.99M +$830K +31,680 +70%
Jane Street
49
Jane Street
New York
$1.84M +$1.87M +71,400 New
SWM
50
Shakespeare Wealth Management
Wisconsin
$1.81M -$101K -3,865 -5%