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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$2.35M +$212K +6,335 +11%
CGL
52
Clarius Group LLC
Washington
$2.26M -$715K -21,312 -26%
KAS
53
Kestra Advisory Services
Texas
$1.82M -$13.5K -404 -0.8%
KW
54
KWB Wealth
California
$1.81M +$1.26M +37,635 +358%
US Bancorp
55
US Bancorp
Minnesota
$1.8M -$91.1K -2,716 -5%
MAM
56
Marquette Asset Management
Minnesota
$1.67M -$224K -6,690 -13%
GA
57
GSG Advisors
New Jersey
$1.66M
PAG
58
Private Advisor Group
New Jersey
$1.65M -$61.7K -1,841 -4%
SPIA
59
Steward Partners Investment Advisory
New York
$1.57M +$384K +11,441 +37%
RPG
60
Resource Planning Group
Georgia
$1.57M -$148K -4,403 -10%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.53M +$744K +22,185 +119%
EWM
62
Evercore Wealth Management
New York
$1.42M
DI
63
DFPG Investments
Utah
$1.4M -$294K -8,757 -18%
RCA
64
Resonant Capital Advisors
Wisconsin
$1.37M
Two Sigma Investments
65
Two Sigma Investments
New York
$1.33M +$278K +8,300 +31%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.32M -$135K -4,037 -10%
OPS
67
Orion Portfolio Solutions
Nebraska
$1.32M -$135K -4,037 -10%
WP
68
WMS Partners
Maryland
$1.28M -$23.1K -688 -2%
S
69
Sachetta
Massachusetts
$1.22M +$1.09M +32,461 New
ASN
70
Advisory Services Network
Georgia
$1.2M +$285K +8,510 +36%
PA
71
PFG Advisors
Arizona
$1.19M +$11K +329 +1%
N
72
Natixis
France
$1.17M -$16.5K -491 -2%
BSWM
73
Boston Standard Wealth Management
Massachusetts
$1.15M
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$8.78K +262 +0.9%
SWM
75
Shakespeare Wealth Management
Wisconsin
$1.03M -$51.7K -1,542 -5%