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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
51
Sterling Financial Planning
New Jersey
$1.22M +$1.1M +40,500 New
EWM
52
Evercore Wealth Management
New York
$1.19M -$75.3K -2,775 -7%
SSC
53
Syverson Strege & Co
Iowa
$1.12M +$1.01M +37,175 New
KAS
54
Kestra Advisory Services
Texas
$1.11M +$986K +36,315 +6,852%
TRCT
55
Tower Research Capital (TRC)
New York
$1.1M -$2.83M -104,335 -74%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.09M
Goldman Sachs
57
Goldman Sachs
New York
$1.08M +$58.8K +2,165 +6%
TC
58
TAP Consulting
Missouri
$1.04M +$61.1K +2,250 +7%
Creative Planning
59
Creative Planning
Kansas
$1.01M +$44K +1,620 +5%
RJT
60
Raymond James Trust
Florida
$874K -$12.8K -470 -2%
RCA
61
Resonant Capital Advisors
Wisconsin
$857K
TWM
62
Tradition Wealth Management
Minnesota
$843K +$758K +27,935 New
N
63
Natixis
France
$796K -$3.94K -145 -0.5%
Jane Street
64
Jane Street
New York
$792K +$712K +26,235 New
OPW
65
Oxler Private Wealth
New York
$766K +$689K +25,395 New
AC
66
AlphaCore Capital
California
$744K -$17.5K -645 -3%
PA
67
Parallel Advisors
California
$742K +$432K +15,925 +184%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$738K -$73.8K -2,720 -11%
IFWM
69
Institute for Wealth Management
Colorado
$726K
SPIA
70
Steward Partners Investment Advisory
New York
$724K +$8.14K +300 +1%
SC
71
Scotia Capital
Ontario, Canada
$722K +$2.31K +85 +0.4%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$703K +$9.5K +350 +2%
EPA
73
Element Pointe Advisors
Florida
$698K
GT
74
Glenmede Trust
Pennsylvania
$652K +$45.5K +1,675 +8%
TC
75
Trilogy Capital
California
$651K -$12.8K -470 -2%