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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
$4.19M +$189K +5,690 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.09M +$275K +8,270 +7%
LPT
28
Legacy Private Trust
Wisconsin
$3.57M -$213K -6,405 -5%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$3.57M -$39.1K -1,175 -1%
AFG
30
Albion Financial Group
Utah
$3.44M
CWM
31
Cornerstone Wealth Management
Missouri
$3.44M +$252K +7,575 +7%
PAG
32
Private Advisor Group
New Jersey
$3.38M +$568K +17,075 +18%
CPO
33
Cerity Partners OCIO
New York
$3.33M -$43.9K -1,320 -1%
GW
34
GW & Wade
Massachusetts
$3.27M +$2.26M +67,855 +175%
PWM
35
Perigon Wealth Management
California
$3.19M +$2.5K +75 +0.1%
CGL
36
Clarius Group LLC
Washington
$3.06M +$1.32M +39,665 +66%
KPW
37
Kore Private Wealth
New York
$3.01M -$177K -5,305 -5%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.96M -$50.6K -1,520 -2%
FTUS
39
Flow Traders U.S.
New York
$2.88M +$2.45M +73,600 +364%
AI
40
Accredited Investors
Minnesota
$2.83M +$363K +10,900 +13%
PO
41
Private Ocean
California
$2.75M -$81.1K -2,435 -3%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.65M -$107K -3,225 -4%
WP
43
WealthSource Partners
California
$2.55M +$104K +3,120 +4%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.53M -$694K -20,845 -20%
US Bancorp
45
US Bancorp
Minnesota
$2.4M -$194K -5,835 -7%
KW
46
KWB Wealth
California
$2.37M +$2.58M +77,425 New
JWA
47
JFS Wealth Advisors
Pennsylvania
$2.34M -$66.2K -1,990 -3%
ACP
48
Aviance Capital Partners
Florida
$2.29M -$99.7K -2,995 -4%
RPG
49
Resource Planning Group
Georgia
$2.27M +$770K +23,140 +46%
OMC
50
Old Mission Capital
Illinois
$2M +$992K +29,810 +84%