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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
$1.97M +$10.9K +325 +0.5%
KW
52
KWB Wealth
California
$1.87M -$10.1K -300 -0.5%
MAM
53
Marquette Asset Management
Minnesota
$1.77M -$55.9K -1,660 -3%
RPG
54
Resource Planning Group
Georgia
$1.68M -$317K -9,435 -16%
DI
55
DFPG Investments
Utah
$1.57M +$109K +3,225 +7%
KAS
56
Kestra Advisory Services
Texas
$1.56M +$518K +15,385 +48%
Jane Street
57
Jane Street
New York
$1.49M +$1.53M +45,355 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$1.1M +32,695 +372%
PAG
59
Private Advisor Group
New Jersey
$1.31M +$1.34M +39,690 New
RCA
60
Resonant Capital Advisors
Wisconsin
$1.28M
EWM
61
Evercore Wealth Management
New York
$1.25M -$673 -20 -0.1%
Citadel Advisors
62
Citadel Advisors
Florida
$1.18M -$393K -11,695 -25%
WP
63
WMS Partners
Maryland
$1.12M
SWM
64
Shakespeare Wealth Management
Wisconsin
$1.08M -$9.76K -290 -0.9%
N
65
Natixis
France
$1.02M -$1.17M -34,885 -53%
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$941K -$45.3K -1,345 -4%
NEPWA
67
New England Private Wealth Advisors
Massachusetts
$937K +$1.18K +35 +0.1%
SPIA
68
Steward Partners Investment Advisory
New York
$797K -$47.3K -1,405 -5%
VP
69
Verum Partners
North Carolina
$791K +$6.56K +195 +0.8%
B
70
Bridgeworth
Alabama
$785K
PA
71
Parallel Advisors
California
$772K +$168 +5 +0%
SFP
72
Sterling Financial Planning
New Jersey
$767K -$109K -3,250 -12%
CCMI
73
Creative Capital Management Investments
California
$762K
IFWM
74
Institute for Wealth Management
Colorado
$754K
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$754K -$18K -535 -2%