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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
$1.72M -$2.67K -70 -0.2%
Creative Planning
52
Creative Planning
Kansas
$1.55M +$54.7K +1,435 +4%
RCA
53
Resonant Capital Advisors
Wisconsin
$1.53M
EWM
54
Evercore Wealth Management
New York
$1.5M
KAS
55
Kestra Advisory Services
Texas
$1.36M +$191 +5 +0%
SWM
56
Shakespeare Wealth Management
Wisconsin
$1.32M -$47.3K -1,240 -3%
AC
57
AlphaCore Capital
California
$1.17M -$381 -10 -0%
SFP
58
Sterling Financial Planning
New Jersey
$1.17M -$31.8K -835 -3%
N
59
Natixis
France
$1.17M +$1.33K +35 +0.1%
RJT
60
Raymond James Trust
Florida
$1.11M
TWM
61
Tradition Wealth Management
Minnesota
$1.02M +$9.91K +260 +1%
NEPWA
62
New England Private Wealth Advisors
Massachusetts
$999K +$762 +20 +0.1%
SPIA
63
Steward Partners Investment Advisory
New York
$997K +$32.8K +860 +3%
OPW
64
Oxler Private Wealth
New York
$913K -$13.3K -350 -1%
IFWM
65
Institute for Wealth Management
Colorado
$908K
PA
66
Parallel Advisors
California
$899K +$191 +5 +0%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$897K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$888K -$480K -12,595 -35%
PCFFS
69
Pacific Center for Financial Services
California
$794K +$762 +20 +0.1%
BJL
70
Brighton Jones LLC
Washington
$786K +$1.14K +30 +0.1%
MSWMA
71
Market Street Wealth Management Advisors
Indiana
$773K -$7.62K -200 -1%
SWAG
72
Spectrum Wealth Advisory Group
California
$740K +$218K +5,715 +42%
GT
73
Glenmede Trust
Pennsylvania
$732K -$81.9K -2,150 -10%
FAIM
74
Financial Advocates Investment Management
Washington
$691K +$381 +10 +0.1%
HC
75
Hoese & Co
Minnesota
$642K