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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Shakespeare Wealth Management
Wisconsin
$884K -$7.38K -305 -0.6%
UCFA
52
United Capital Financial Advisors
Texas
$883K +$431K +17,800 +56%
Cerity Partners
53
Cerity Partners
New York
$780K -$847K -35,000 -45%
SPIA
54
Steward Partners Investment Advisory
New York
$747K -$368K -15,210 -27%
ACP
55
Aviance Capital Partners
Florida
$720K +$404K +16,710 +71%
WCM
56
WealthBridge Capital Management
Ohio
$713K -$777K -32,115 -45%
RJT
57
Raymond James Trust
Florida
$647K -$136K -5,630 -13%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$563K -$1.27M -52,400 -65%
PAG
59
Private Advisor Group
New Jersey
$560K -$35.4K -1,465 -4%
TA
60
Tiedemann Advisors
New York
$522K
GT
61
Glenmede Trust
Pennsylvania
$511K
AC
62
AlphaCore Capital
California
$501K -$99.4K -4,110 -13%
Creative Planning
63
Creative Planning
Kansas
$498K -$131K -5,415 -16%
N
64
Natixis
France
$471K +$192K +7,955 +43%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$468K -$877K -36,260 -58%
B
66
Bridgeworth
Alabama
$459K -$140K -5,805 -18%
SC
67
Scotia Capital
Ontario, Canada
$452K -$111K -4,575 -15%
CCA
68
Clearwater Capital Advisors
Illinois
$440K -$101K -4,165 -14%
MSWMA
69
Market Street Wealth Management Advisors
Indiana
$436K -$153K -6,320 -21%
IFWM
70
Institute for Wealth Management
Colorado
$430K -$7.38K -305 -1%
Renaissance Technologies
71
Renaissance Technologies
New York
$429K +$581K +24,000 New
MAM
72
Madison Asset Management
Wisconsin
$423K -$235K -9,695 -29%
EPA
73
Element Pointe Advisors
Florida
$413K -$28.5K -1,180 -5%
PCFFS
74
Pacific Center for Financial Services
California
$412K -$105K -4,360 -16%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$407K -$58.1K -2,400 -10%