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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$910K -$28.4K -1,200 -3%
KAS
52
Kestra Advisory Services
Texas
$855K +$12.5K +530 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$844K -$771K -32,600 -47%
Goldman Sachs
54
Goldman Sachs
New York
$789K +$329K +13,895 +70%
TC
55
TAP Consulting
Missouri
$754K +$379K +16,030 +99%
Creative Planning
56
Creative Planning
Kansas
$743K +$74.3K +3,140 +11%
Cerity Partners
57
Cerity Partners
New York
$729K -$177K -7,500 -19%
SWAG
58
Spectrum Wealth Advisory Group
California
$720K +$364K +15,405 +100%
RJT
59
Raymond James Trust
Florida
$689K -$25.3K -1,070 -4%
RCA
60
Resonant Capital Advisors
Wisconsin
$665K -$312K -13,210 -32%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$653K +$1.77K +75 +0.3%
N
62
Natixis
France
$622K +$5.8K +245 +0.9%
AC
63
AlphaCore Capital
California
$593K -$2.84K -120 -0.5%
IFWM
64
Institute for Wealth Management
Colorado
$563K
SC
65
Scotia Capital
Ontario, Canada
$558K +$118 +5 +0%
SPIA
66
Steward Partners Investment Advisory
New York
$555K -$735K -31,080 -57%
EPA
67
Element Pointe Advisors
Florida
$541K
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$538K -$78.4K -3,315 -13%
MSWMA
69
Market Street Wealth Management Advisors
Indiana
$516K -$2.01K -85 -0.4%
TC
70
Trilogy Capital
California
$516K +$277K +11,690 +113%
PCFFS
71
Pacific Center for Financial Services
California
$482K +$591 +25 +0.1%
GT
72
Glenmede Trust
Pennsylvania
$466K
FAIM
73
Financial Advocates Investment Management
Washington
$442K
FTUS
74
Flow Traders U.S.
New York
$414K +$419K +17,695 New
Wealthfront Advisers
75
Wealthfront Advisers
California
$379K +$383K +16,200 New