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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$4.38M -$92.6K -2,525 -2%
PWMG
27
Pinnacle Wealth Management Group
Michigan
$4.26M +$4.18M +114,080 New
CC
28
Callan Capital
California
$4.22M -$762K -20,790 -16%
AFG
29
Albion Financial Group
Utah
$4.19M +$4.11M +112,200 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.12M -$70K -1,910 -2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.88M -$42.3K -1,155 -1%
PO
32
Private Ocean
California
$3.81M -$10.1K -275 -0.3%
PWM
33
Perigon Wealth Management
California
$3.59M +$327K +8,915 +10%
CWM
34
Cornerstone Wealth Management
Missouri
$3.47M +$465K +12,685 +16%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.32M -$28.8K -785 -0.9%
KPW
36
Kore Private Wealth
New York
$3.23M +$259K +7,055 +9%
US Bancorp
37
US Bancorp
Minnesota
$3.21M -$37.8K -1,030 -1%
JWA
38
JFS Wealth Advisors
Pennsylvania
$3.19M -$94.9K -2,590 -3%
MAM
39
Marquette Asset Management
Minnesota
$3.08M
Citadel Advisors
40
Citadel Advisors
Florida
$3.06M +$3M +81,835 New
AI
41
Accredited Investors
Minnesota
$3.01M -$150K -4,095 -5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.87M -$28.8K -785 -1%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.85M +$1.55M +42,220 +124%
WP
44
WealthSource Partners
California
$2.71M +$42K +1,145 +2%
ACP
45
Aviance Capital Partners
Florida
$2.61M -$10.1K -275 -0.4%
PAG
46
Private Advisor Group
New Jersey
$2.58M +$30.1K +820 +1%
RPG
47
Resource Planning Group
Georgia
$2.48M -$214K -5,825 -8%
CGL
48
Clarius Group LLC
Washington
$2.25M -$34.1K -930 -2%
WCM
49
WealthBridge Capital Management
Ohio
$2.18M +$281K +7,660 +15%
TC
50
TAP Consulting
Missouri
$2.06M -$13.4K -365 -0.7%