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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Strategic Wealth Partners
Ohio
$1.85M -$870K -32,105 -33%
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$1.85M -$93.1K -3,435 -5%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$1.53M +$136 +5 +0%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$1.45M +$174K +6,435 +14%
GT
55
Glenmede Trust
Pennsylvania
$1.44M +$252K +9,295 +22%
PAG
56
Private Advisor Group
New Jersey
$1.4M -$738K -27,235 -35%
CA
57
Cetera Advisors
Colorado
$1.35M +$1.03M +38,020 +359%
EFS
58
Essex Financial Services
Connecticut
$1.35M -$307K -11,340 -19%
CCA
59
Clearwater Capital Advisors
Illinois
$1.21M -$62.2K -2,295 -5%
PO
60
Private Ocean
California
$1.16M +$407 +15 +0%
Brown Advisory
61
Brown Advisory
Maryland
$1.08M +$1.05M +38,845 New
MWA
62
MFA Wealth Advisors
Pennsylvania
$1.05M +$12.7K +470 +1%
RJT
63
Raymond James Trust
Florida
$944K
MHS
64
M Holdings Securities
Oregon
$866K +$678 +25 +0.1%
Jane Street
65
Jane Street
New York
$833K -$1.12M -41,485 -58%
PCFFS
66
Pacific Center for Financial Services
California
$800K +$47.6K +1,755 +7%
WCF
67
West Coast Financial
California
$761K -$18.4K -680 -2%
EWM
68
Evercore Wealth Management
New York
$666K
Creative Planning
69
Creative Planning
Kansas
$655K +$151K +5,570 +31%
FAIM
70
Financial Advocates Investment Management
Washington
$648K
AI
71
Accredited Investors
Minnesota
$633K +$51.4K +1,895 +9%
G
72
GenTrust
Florida
$614K -$552K -20,355 -48%
SWP
73
Stratos Wealth Partners
Ohio
$614K +$41.3K +1,525 +7%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$603K +$86.9K +3,205 +17%
LTFS
75
Ladenburg Thalmann Financial Services
Florida
$591K