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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
51
JFS Wealth Advisors
Pennsylvania
$2.29M -$1.3K -40 -0.1%
Creative Planning
52
Creative Planning
Kansas
$2.27M -$109K -3,330 -5%
WCM
53
WealthBridge Capital Management
Ohio
$2.14M +$72.5K +2,225 +4%
US Bancorp
54
US Bancorp
Minnesota
$2.05M -$18.6K -570 -0.9%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.03M +$1.68M +51,645 +683%
KW
56
KWB Wealth
California
$1.87M -$154K -4,715 -8%
DI
57
DFPG Investments
Utah
$1.79M +$6.45M +197,800 +414%
RPG
58
Resource Planning Group
Georgia
$1.76M +$4.89K +150 +0.3%
MAM
59
Marquette Asset Management
Minnesota
$1.76M -$89.3K -2,740 -5%
KAS
60
Kestra Advisory Services
Texas
$1.63M +$2.61K +80 +0.2%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$33.9K +1,040 +3%
PAG
62
Private Advisor Group
New Jersey
$1.45M +$79.4K +2,435 +6%
Lido Advisors
63
Lido Advisors
California
$1.31M +$1.25M +38,215 New
EWM
64
Evercore Wealth Management
New York
$1.3M
RCA
65
Resonant Capital Advisors
Wisconsin
$1.25M -$74.6K -2,290 -6%
WP
66
WMS Partners
Maryland
$1.17M
N
67
Natixis
France
$1.07M +$3.91K +120 +0.4%
SWM
68
Shakespeare Wealth Management
Wisconsin
$1.03M -$98.6K -3,025 -9%
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$966K -$16.1K -495 -2%
NEPWA
70
New England Private Wealth Advisors
Massachusetts
$952K -$25.4K -780 -3%
TRCT
71
Tower Research Capital (TRC)
New York
$909K +$564K +17,310 +189%
PA
72
PFG Advisors
Arizona
$851K +$82.3K +2,525 +11%
SPIA
73
Steward Partners Investment Advisory
New York
$833K
B
74
Bridgeworth
Alabama
$820K
BSWM
75
Boston Standard Wealth Management
Massachusetts
$813K +$186K +5,720 +32%