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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$1.7M +$1.67M +45,515 New
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$1.68M -$1.47K -40 -0.1%
EWM
53
Evercore Wealth Management
New York
$1.47M
Creative Planning
54
Creative Planning
Kansas
$1.45M +$160K +4,365 +13%
SWM
55
Shakespeare Wealth Management
Wisconsin
$1.34M -$67.1K -1,830 -5%
KAS
56
Kestra Advisory Services
Texas
$1.32M +$53.9K +1,470 +4%
SFP
57
Sterling Financial Planning
New Jersey
$1.19M -$154K -4,210 -12%
AC
58
AlphaCore Capital
California
$1.16M -$17.4K -475 -2%
N
59
Natixis
France
$1.15M -$17.8K -485 -2%
RJT
60
Raymond James Trust
Florida
$1.08M
SC
61
Scotia Capital
Ontario, Canada
$1.02M +$76.1K +2,075 +8%
TRCT
62
Tower Research Capital (TRC)
New York
$1.01M +$988K +26,945 New
RCA
63
Resonant Capital Advisors
Wisconsin
$1M
TWM
64
Tradition Wealth Management
Minnesota
$975K -$17K -465 -2%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$973K +$98.6K +2,690 +12%
SPIA
66
Steward Partners Investment Advisory
New York
$923K -$35.7K -975 -4%
OPW
67
Oxler Private Wealth
New York
$923K -$25.3K -690 -3%
IFWM
68
Institute for Wealth Management
Colorado
$885K -$13.6K -370 -2%
PA
69
Parallel Advisors
California
$856K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$852K
GT
71
Glenmede Trust
Pennsylvania
$835K
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$824K +$1.65K +45 +0.2%
PCFFS
73
Pacific Center for Financial Services
California
$772K +$733 +20 +0.1%
BJL
74
Brighton Jones LLC
Washington
$764K +$204K +5,570 +37%
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$761K