We are live on ! Find out more
PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Tiedemann Advisors
New York
$1.71M
SWP
52
Strategic Wealth Partners
Ohio
$1.62M -$44.6K -1,755 -3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.61M +$68.2K +2,685 +4%
PWP
54
Principle Wealth Partners
Connecticut
$1.59M +$1.78M +69,995 New
WCM
55
WealthBridge Capital Management
Ohio
$1.58M +$1.77M +69,540 New
Bessemer Group
56
Bessemer Group
New Jersey
$1.55M +$1.73M +68,080 New
NEPWA
57
New England Private Wealth Advisors
Massachusetts
$1.51M +$2.41K +95 +0.1%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$1.42M -$92.6K -3,645 -6%
SWM
59
Shakespeare Wealth Management
Wisconsin
$1.38M -$206K -8,105 -12%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$1.32M +$89.1K +3,505 +6%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.16M +$29.3K +1,155 +2%
GT
62
Glenmede Trust
Pennsylvania
$1.14M -$83.7K -3,295 -6%
Renaissance Technologies
63
Renaissance Technologies
New York
$932K +$699K +27,500 +204%
Brown Advisory
64
Brown Advisory
Maryland
$883K
CCA
65
Clearwater Capital Advisors
Illinois
$865K -$111K -4,375 -10%
MHS
66
M Holdings Securities
Oregon
$835K +$153K +6,040 +20%
RJT
67
Raymond James Trust
Florida
$794K
MSWMA
68
Market Street Wealth Management Advisors
Indiana
$794K +$887K +34,920 New
PWM
69
Perigon Wealth Management
California
$751K -$39.3K -1,545 -4%
SC
70
Scotia Capital
Ontario, Canada
$717K -$12.7K -500 -2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$648K -$6.11M -240,345 -89%
PCFFS
72
Pacific Center for Financial Services
California
$639K -$11.6K -455 -2%
OC
73
Oppenheimer & Co
New York
$628K +$702K +27,615 New
Baird Financial Group
74
Baird Financial Group
Wisconsin
$611K +$309K +12,145 +83%
MIH
75
Madison Investment Holdings
Wisconsin
$589K -$3.41M -134,150 -84%