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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
$2.13M -$70.4K -2,024 -3%
EH
52
Equitable Holdings
New York
$1.86M -$1.23M -35,429 -39%
KW
53
KWB Wealth
California
$1.81M -$1.53M -43,865 -81%
MAM
54
Marquette Asset Management
Minnesota
$1.69M
US Bancorp
55
US Bancorp
Minnesota
$1.67M -$315K -9,065 -15%
KAS
56
Kestra Advisory Services
Texas
$1.61M +$47.5K +1,364 +3%
RPG
57
Resource Planning Group
Georgia
$1.53M -$172K -4,935 -10%
PAG
58
Private Advisor Group
New Jersey
$1.51M +$131K +3,762 +9%
GA
59
GSG Advisors
New Jersey
$1.51M +$1.59M +45,824 New
DI
60
DFPG Investments
Utah
$1.5M -$6.89M -198,111 -81%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.32M -$1.2M -34,479 -46%
OPS
62
Orion Portfolio Solutions
Nebraska
$1.32M -$1.2M -34,479 -46%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.28M -$712K -20,460 -35%
EWM
64
Evercore Wealth Management
New York
$1.25M
RCA
65
Resonant Capital Advisors
Wisconsin
$1.2M
BSWM
66
Boston Standard Wealth Management
Massachusetts
$1.15M +$386K +11,090 +47%
WP
67
WMS Partners
Maryland
$1.15M +$23.9K +688 +2%
Lido Advisors
68
Lido Advisors
California
$1.13M -$134K -3,850 -10%
N
69
Natixis
France
$1.04M +$19.4K +558 +2%
PA
70
PFG Advisors
Arizona
$1.03M +$229K +6,591 +27%
SPIA
71
Steward Partners Investment Advisory
New York
$1.01M +$220K +6,318 +26%
SWM
72
Shakespeare Wealth Management
Wisconsin
$955K -$31.9K -916 -3%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$924K -$3.62K -104 -0.4%
NEPWA
74
New England Private Wealth Advisors
Massachusetts
$915K +$1.88K +54 +0.2%
Two Sigma Investments
75
Two Sigma Investments
New York
$897K +$320K +9,200 +51%