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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$2.28M +$413K +10,302 +23%
Two Sigma Investments
52
Two Sigma Investments
New York
$2.01M +$1.94M +48,400 New
MAM
53
Marquette Asset Management
Minnesota
$1.83M
PAG
54
Private Advisor Group
New Jersey
$1.77M +$17.6K +438 +1%
BSWM
55
Boston Standard Wealth Management
Massachusetts
$1.77M +$51K +1,272 +3%
KAS
56
Kestra Advisory Services
Texas
$1.72M -$13.4K -335 -0.8%
PA
57
PFG Advisors
Arizona
$1.66M +$180K +4,485 +13%
US Bancorp
58
US Bancorp
Minnesota
$1.66M -$36.1K -900 -2%
GA
59
GSG Advisors
New Jersey
$1.63M
SA
60
Sanctuary Advisors
Indiana
$1.62M +$50.7K +1,265 +4%
RCA
61
Resonant Capital Advisors
Wisconsin
$1.53M
SC
62
Savant Capital
Illinois
$1.5M +$14.2K +355 +1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$261K +6,501 +22%
EWM
64
Evercore Wealth Management
New York
$1.46M
KW
65
KWB Wealth
California
$1.44M +$5.21K +130 +0.3%
DAS
66
Diversify Advisory Services
Utah
$1.42M +$112K +2,794 +9%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.33M +$114K +2,849 +10%
ASN
68
Advisory Services Network
Georgia
$1.31M
LSA
69
Lion Street Advisors
Texas
$1.18M +$130K +3,249 +13%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$1.17M -$7.58K -189 -0.7%
SWM
71
Shakespeare Wealth Management
Wisconsin
$1.1M -$23.1K -575 -2%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$1.08M +$802 +20 +0.1%
BJL
73
Brighton Jones LLC
Washington
$1.05M +$11.9K +297 +1%
VP
74
Verum Partners
North Carolina
$1.01M +$682 +17 +0.1%
Lido Advisors
75
Lido Advisors
California
$980K -$116K -2,882 -11%