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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
51
New England Private Wealth Advisors
Massachusetts
$1.89M +$2.71K +95 +0.1%
SWP
52
Strategic Wealth Partners
Ohio
$1.88M -$17.7K -620 -0.9%
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$1.88M -$394K -13,790 -17%
Goldman Sachs
54
Goldman Sachs
New York
$1.58M -$642K -22,495 -29%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$1.55M -$18.6K -650 -1%
GT
56
Glenmede Trust
Pennsylvania
$1.52M +$50.4K +1,765 +3%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$1.42M -$59K -2,065 -4%
AG
58
Advisor Group
Arizona
$1.38M +$893K +31,250 +181%
EFS
59
Essex Financial Services
Connecticut
$1.36M -$22.8K -800 -2%
CCA
60
Clearwater Capital Advisors
Illinois
$1.21M -$24.8K -870 -2%
PO
61
Private Ocean
California
$1.18M +$2.14K +75 +0.2%
Brown Advisory
62
Brown Advisory
Maryland
$1.1M
RJT
63
Raymond James Trust
Florida
$993K +$28.6K +1,000 +3%
PWM
64
Perigon Wealth Management
California
$984K +$988K +34,585 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$932K +$284K +9,960 +43%
SC
66
Scotia Capital
Ontario, Canada
$913K +$916K +32,075 New
MWA
67
MFA Wealth Advisors
Pennsylvania
$891K -$70.8K -2,480 -7%
MHS
68
M Holdings Securities
Oregon
$873K -$11.7K -410 -1%
HCA
69
Harbour Capital Advisors
Virginia
$832K +$699K +24,475 +151%
PCFFS
70
Pacific Center for Financial Services
California
$813K -$5.28K -185 -0.6%
FAIM
71
Financial Advocates Investment Management
Washington
$793K +$135K +4,715 +20%
WCF
72
West Coast Financial
California
$774K -$3.71K -130 -0.5%
AI
73
Accredited Investors
Minnesota
$751K +$104K +3,635 +16%
Creative Planning
74
Creative Planning
Kansas
$719K +$50K +1,750 +7%
EWM
75
Evercore Wealth Management
New York
$681K