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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$4.28M +$3.8M +111,425 +1,132%
LPT
27
Legacy Private Trust
Wisconsin
$4.22M -$521K -15,255 -11%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.95M -$293K -8,580 -7%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.71M +$928K +27,175 +35%
PO
30
Private Ocean
California
$3.61M -$16.9K -495 -0.5%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.16M -$448K -13,110 -13%
JWA
32
JFS Wealth Advisors
Pennsylvania
$3.11M -$257K -7,520 -8%
PWM
33
Perigon Wealth Management
California
$3.08M +$215K +6,305 +8%
US Bancorp
34
US Bancorp
Minnesota
$3.07M -$154K -4,510 -5%
AI
35
Accredited Investors
Minnesota
$2.99M -$81.8K -2,395 -3%
MAM
36
Marquette Asset Management
Minnesota
$2.91M -$1.16M -33,995 -29%
CWM
37
Cornerstone Wealth Management
Missouri
$2.83M +$38.8K +1,135 +1%
KPW
38
Kore Private Wealth
New York
$2.8M +$2.71M +79,505 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.73M +$395K +11,560 +18%
RPG
40
Resource Planning Group
Georgia
$2.54M -$253K -7,410 -9%
WP
41
WealthSource Partners
California
$2.52M +$2.44M +71,465 New
ACP
42
Aviance Capital Partners
Florida
$2.47M +$758K +22,190 +46%
PAG
43
Private Advisor Group
New Jersey
$2.41M +$528K +15,470 +29%
CGL
44
Clarius Group LLC
Washington
$2.15M +$4.27K +125 +0.2%
TC
45
TAP Consulting
Missouri
$1.95M +$714K +20,915 +61%
WCM
46
WealthBridge Capital Management
Ohio
$1.79M +$303K +8,880 +21%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$1.59M +$854 +25 +0.1%
EWM
48
Evercore Wealth Management
New York
$1.39M
SWM
49
Shakespeare Wealth Management
Wisconsin
$1.35M -$180K -5,265 -12%
SFP
50
Sterling Financial Planning
New Jersey
$1.27M -$156K -4,560 -11%