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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$1.78M -$18.1K -715 -1%
PWP
52
Principle Wealth Partners
Connecticut
$1.72M -$63.2K -2,500 -4%
NEPWA
53
New England Private Wealth Advisors
Massachusetts
$1.7M +$2.4K +95 +0.1%
TA
54
Tiedemann Advisors
New York
$1.68M -$233K -9,225 -12%
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$1.54M -$51.9K -2,050 -3%
SWM
56
Shakespeare Wealth Management
Wisconsin
$1.52M -$23.9K -945 -2%
OC
57
Oppenheimer & Co
New York
$1.5M +$789K +31,205 +113%
SWP
58
Strategic Wealth Partners
Ohio
$1.41M -$250K -9,880 -15%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$1.31M +$8.22K +325 +0.6%
EWM
60
Evercore Wealth Management
New York
$1.23M +$609K +24,060 +101%
PWM
61
Perigon Wealth Management
California
$1.18M +$331K +13,100 +40%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.12M -$3.12M -123,265 -74%
GT
63
Glenmede Trust
Pennsylvania
$1.11M -$166K -6,575 -13%
Brown Advisory
64
Brown Advisory
Maryland
$1.01M +$17.5K +690 +2%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$982K +$294K +11,625 +43%
RJT
66
Raymond James Trust
Florida
$891K
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$859K -$31.4K -1,240 -4%
CCA
68
Clearwater Capital Advisors
Illinois
$848K -$122K -4,840 -13%
BSW
69
Buckingham Strategic Wealth
Missouri
$836K +$829K +32,755 New
MWA
70
MFA Wealth Advisors
Pennsylvania
$833K +$831K +32,865 New
SC
71
Scotia Capital
Ontario, Canada
$803K -$1.9K -75 -0.2%
B
72
Bridgeworth
Alabama
$796K -$85K -3,360 -10%
AllianceBernstein
73
AllianceBernstein
Tennessee
$794K +$787K +31,100 New
SPIA
74
Steward Partners Investment Advisory
New York
$784K +$321K +12,675 +70%
CTC
75
Central Trust Company
Missouri
$732K +$133K +5,275 +23%