We are live on ! Find out more
PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$1.78M -$555K -17,070 -22%
Creative Planning
52
Creative Planning
Kansas
$1.74M +$3.58K +110 +0.2%
MAM
53
Marquette Asset Management
Minnesota
$1.62M -$31.4K -965 -2%
PC
54
Prairiewood Capital
North Dakota
$1.58M +$884K +27,185 +100%
WCM
55
WealthBridge Capital Management
Ohio
$1.49M
RCA
56
Resonant Capital Advisors
Wisconsin
$1.13M
EWM
57
Evercore Wealth Management
New York
$1.09M
KAS
58
Kestra Advisory Services
Texas
$1.02M +$889K +27,340 +356%
WP
59
WMS Partners
Maryland
$992K +$1.11M +34,035 New
TWM
60
Tradition Wealth Management
Minnesota
$977K -$30.4K -935 -3%
SWM
61
Shakespeare Wealth Management
Wisconsin
$974K -$12K -370 -1%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$923K -$97.2K -2,990 -9%
NEPWA
63
New England Private Wealth Advisors
Massachusetts
$827K -$14.6K -450 -2%
SFP
64
Sterling Financial Planning
New Jersey
$792K -$21.8K -670 -2%
SPIA
65
Steward Partners Investment Advisory
New York
$747K +$163 +5 +0%
PA
66
Parallel Advisors
California
$683K +$163 +5 +0%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$682K
IFWM
68
Institute for Wealth Management
Colorado
$675K -$11.4K -350 -1%
OPW
69
Oxler Private Wealth
New York
$656K -$29.1K -895 -4%
Renaissance Technologies
70
Renaissance Technologies
New York
$641K +$146K +4,500 +26%
BJL
71
Brighton Jones LLC
Washington
$614K +$17.1K +525 +3%
PCFFS
72
Pacific Center for Financial Services
California
$606K +$1.95K +60 +0.3%
DI
73
DFPG Investments
Utah
$594K +$626K +19,240 New
AC
74
AlphaCore Capital
California
$593K
B
75
Bridgeworth
Alabama
$593K +$138K +4,250 +26%