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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$1.47M -$7.57K -300 -0.5%
SWM
52
Shakespeare Wealth Management
Wisconsin
$1.44M -$20.6K -815 -1%
TRCT
53
Tower Research Capital (TRC)
New York
$1.35M -$356K -14,135 -21%
SPIA
54
Steward Partners Investment Advisory
New York
$1.31M +$159K +6,295 +14%
PWM
55
Perigon Wealth Management
California
$1.29M +$146K +5,800 +13%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$1.27M -$2.02K -80 -0.2%
PWP
57
Principle Wealth Partners
Connecticut
$1.23M -$298K -11,815 -20%
EWM
58
Evercore Wealth Management
New York
$1.21M -$5.17K -205 -0.4%
RJT
59
Raymond James Trust
Florida
$1.04M +$5.93K +235 +0.6%
Stifel Financial
60
Stifel Financial
Missouri
$910K +$247K +9,800 +38%
UCFA
61
United Capital Financial Advisors
Texas
$834K +$185K +7,350 +29%
PAG
62
Private Advisor Group
New Jersey
$831K -$115K -4,555 -12%
MSWMA
63
Market Street Wealth Management Advisors
Indiana
$822K -$28.4K -1,125 -3%
B
64
Bridgeworth
Alabama
$811K
SC
65
Scotia Capital
Ontario, Canada
$784K -$8.2K -325 -1%
BSW
66
Buckingham Strategic Wealth
Missouri
$783K
Creative Planning
67
Creative Planning
Kansas
$779K +$1.01K +40 +0.1%
CCA
68
Clearwater Capital Advisors
Illinois
$762K -$8.07K -320 -1%
TA
69
Tiedemann Advisors
New York
$740K -$595K -23,575 -45%
MIH
70
Madison Investment Holdings
Wisconsin
$702K
PCFFS
71
Pacific Center for Financial Services
California
$694K -$24.5K -970 -3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$619K -$21.3K -845 -3%
IFWM
73
Institute for Wealth Management
Colorado
$618K
EPA
74
Element Pointe Advisors
Florida
$617K
CTC
75
Central Trust Company
Missouri
$584K -$121K -4,800 -17%