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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
26
Pinnacle Wealth Management Group
Michigan
$4.22M +$60.4K +1,650 +1%
AFG
27
Albion Financial Group
Utah
$4.09M
CC
28
Callan Capital
California
$4.05M -$68K -1,860 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.94M -$83.8K -2,290 -2%
GW
30
GW & Wade
Massachusetts
$3.85M +$3.86M +105,380 New
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.79M -$915 -25 -0%
PO
32
Private Ocean
California
$3.73M
PWM
33
Perigon Wealth Management
California
$3.62M +$109K +2,975 +3%
CWM
34
Cornerstone Wealth Management
Missouri
$3.54M +$152K +4,145 +4%
KPW
35
Kore Private Wealth
New York
$3.45M +$293K +8,010 +9%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$2.27M +62,025 +270%
HighTower Advisors
37
HighTower Advisors
Illinois
$3.14M -$95.9K -2,620 -3%
US Bancorp
38
US Bancorp
Minnesota
$3.14M
JWA
39
JFS Wealth Advisors
Pennsylvania
$3.07M -$47.6K -1,300 -2%
MAM
40
Marquette Asset Management
Minnesota
$3.01M
AI
41
Accredited Investors
Minnesota
$2.94M +$549 +15 +0%
PAG
42
Private Advisor Group
New Jersey
$2.85M +$330K +9,025 +13%
ACP
43
Aviance Capital Partners
Florida
$2.67M +$117K +3,195 +5%
WP
44
WealthSource Partners
California
$2.65M +$732 +20 +0%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.62M -$178K -4,875 -6%
TC
46
TAP Consulting
Missouri
$2.34M +$331K +9,050 +16%
RPG
47
Resource Planning Group
Georgia
$2.21M -$208K -5,675 -9%
CGL
48
Clarius Group LLC
Washington
$2.2M
WCM
49
WealthBridge Capital Management
Ohio
$2.05M -$82.5K -2,255 -4%
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$1.64M -$1.65K -45 -0.1%