We are live on ! Find out more
PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$4.53M -$354K -13,040 -8%
LPT
27
Legacy Private Trust
Wisconsin
$4.08M -$144K -5,315 -4%
AAS
28
Avantax Advisory Services
Texas
$3.89M -$1.19M -43,975 -25%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.64M -$397K -14,640 -11%
MAM
30
Marquette Asset Management
Minnesota
$3.52M -$815K -30,020 -20%
AFG
31
Albion Financial Group
Utah
$3.47M
RCA
32
Rowland Carmichael Advisors
Arizona
$3.35M
PO
33
Private Ocean
California
$3.1M +$543 +20 +0%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.1M -$258K -9,495 -8%
JWA
35
JFS Wealth Advisors
Pennsylvania
$2.89M -$342K -12,615 -12%
US Bancorp
36
US Bancorp
Minnesota
$2.76M -$669K -24,640 -21%
AI
37
Accredited Investors
Minnesota
$2.63M -$45.3K -1,670 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.53M -$1.98M -72,815 -46%
PWM
39
Perigon Wealth Management
California
$2.44M +$57.7K +2,125 +3%
RPG
40
Resource Planning Group
Georgia
$2.4M -$63K -2,320 -3%
CWM
41
Cornerstone Wealth Management
Missouri
$2.39M +$197K +7,270 +10%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.35M -$355K -13,070 -14%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.99M -$42.8K -1,575 -2%
CGL
44
Clarius Group LLC
Washington
$1.84M
PAG
45
Private Advisor Group
New Jersey
$1.59M +$283K +10,435 +25%
Citadel Advisors
46
Citadel Advisors
Florida
$1.55M +$99K +3,645 +8%
ACP
47
Aviance Capital Partners
Florida
$1.45M +$31.2K +1,150 +2%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$1.36M -$165K -6,090 -12%
SWM
49
Shakespeare Wealth Management
Wisconsin
$1.31M -$32.9K -1,210 -3%
WCM
50
WealthBridge Capital Management
Ohio
$1.26M +$81K +2,985 +8%