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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$7.29M -$327K -8,570 -4%
DAS
27
Dynamic Advisor Solutions
Arizona
$7.06M -$2.52M -66,081 -26%
AFA
28
Arlington Financial Advisors
California
$6.7M -$110K -2,892 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$6.65M -$122K -3,200 -2%
RIA
30
Regal Investment Advisors
Michigan
$5M +$199K +5,235 +4%
PWM
31
Perigon Wealth Management
California
$4.9M +$280K +7,344 +6%
CWM
32
Cornerstone Wealth Management
Missouri
$4.83M +$75K +1,969 +2%
Cerity Partners
33
Cerity Partners
New York
$4.61M -$171K -4,495 -4%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$4.55M +$346K +9,091 +8%
EH
35
Equitable Holdings
New York
$4.42M +$513K +13,459 +13%
AFG
36
Albion Financial Group
Utah
$4.28M – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$4.22M -$510K -13,392 -11%
Ameriprise
38
Ameriprise
Minnesota
$4.15M -$673K -17,653 -14%
HighTower Advisors
39
HighTower Advisors
Illinois
$4.14M +$115K +3,012 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.93M -$475K -12,454 -11%
LPT
41
Legacy Private Trust
Wisconsin
$3.81M +$30.2K +792 +0.8%
Creative Planning
42
Creative Planning
Kansas
$3.69M +$239K +6,277 +7%
SPIA
43
Steward Partners Investment Advisory
New York
$3.52M +$1.36M +35,775 +63%
PO
44
Private Ocean
California
$3.12M -$74K -1,941 -2%
CST
45
Charles Schwab Trust
Nevada
$3.01M +$120K +3,148 +4%
SS
46
Sound Stewardship
Kansas
$2.96M -$18.1K -475 -0.6%
WCM
47
WealthBridge Capital Management
Ohio
$2.61M +$84.3K +2,213 +3%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M -$51.4K -1,349 -2%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.43M -$3.92K -103 -0.2%
Citadel Advisors
50
Citadel Advisors
Florida
$2.16M +$1.02M +26,822 +90%
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