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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWWM
26
Johnson & White Wealth Management
Pennsylvania
$3.74M +$4.17M +128,240 New
CWM
27
Cornerstone Wealth Management
Missouri
$3.31M +$54.3K +1,670 +1%
LPT
28
Legacy Private Trust
Wisconsin
$3.31M -$91.7K -2,820 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$3.27M -$131K -4,035 -3%
AFG
30
Albion Financial Group
Utah
$3.27M
PAG
31
Private Advisor Group
New Jersey
$3.25M +$38.2K +1,175 +1%
PWM
32
Perigon Wealth Management
California
$3.15M +$133K +4,105 +4%
CPO
33
Cerity Partners OCIO
New York
$3.15M -$14.3K -440 -0.4%
GW
34
GW & Wade
Massachusetts
$3.11M +$3.74K +115 +0.1%
KPW
35
Kore Private Wealth
New York
$2.95M +$95.9K +2,950 +3%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.84M +$29.4K +905 +0.9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.68M +$179K +5,505 +6%
CGL
38
Clarius Group LLC
Washington
$2.6M -$349K -10,725 -11%
CST
39
Charles Schwab Trust
Nevada
$2.54M +$1.17M +36,055 +71%
PO
40
Private Ocean
California
$2.5M -$130K -4,010 -4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.46M +$2.39M +73,520 +665%
WP
42
WealthSource Partners
California
$2.41M -$9.59K -295 -0.4%
RPG
43
Resource Planning Group
Georgia
$2.14M -$16.9K -520 -0.7%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.1M +$2.04M +62,615 +651%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$2.1M +$70.1K +2,155 +4%
JWA
46
JFS Wealth Advisors
Pennsylvania
$2.07M -$172K -5,290 -7%
EI
47
Ellevest Inc
New York
$2M +$2.23M +68,615 New
KW
48
KWB Wealth
California
$1.95M -$344K -10,595 -14%
IA
49
IFG Advisory
Georgia
$1.94M +$2.16M +66,445 New
Citadel Advisors
50
Citadel Advisors
Florida
$1.9M +$2.12M +65,290 New