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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$2.16M +$291K +5,710 +17%
KAS
77
Kestra Advisory Services
Texas
$1.95M +$46.1K +906 +3%
Citadel Advisors
78
Citadel Advisors
Florida
$1.91M +$1.74M +34,231 New
SC
79
Savant Capital
Illinois
$1.89M +$74.5K +1,464 +5%
US Bancorp
80
US Bancorp
Minnesota
$1.81M -$38.2K -750 -2%
BIA
81
Bell Investment Advisors
California
$1.79M -$77.6K -1,524 -5%
CAM
82
Cresset Asset Management
Illinois
$1.78M +$970K +19,053 +148%
EWM
83
Evercore Wealth Management
New York
$1.74M
RCA
84
Resonant Capital Advisors
Wisconsin
$1.69M
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$44.9K +882 +3%
Goldman Sachs
86
Goldman Sachs
New York
$1.53M +$1.39M +27,354 New
KW
87
KWB Wealth
California
$1.52M +$9.42K +185 +0.7%
WA
88
Whipplewood Advisors
Colorado
$1.47M -$92.1K -1,808 -6%
FMWA
89
Forvis Mazars Wealth Advisors
Missouri
$1.46M -$19.9K -390 -1%
BEI
90
Benjamin Edwards Inc
Missouri
$1.46M +$59.2K +1,163 +5%
BJL
91
Brighton Jones LLC
Washington
$1.35M -$14.6K -286 -1%
IAA
92
Independent Advisor Alliance
North Carolina
$1.35M -$2.5M -49,048 -67%
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$1.34M +$407 +8 +0%
PAG
94
Private Advisor Group
New Jersey
$1.34M +$64.5K +1,266 +6%
SWM
95
Shakespeare Wealth Management
Wisconsin
$1.29M
SFA
96
Sequoia Financial Advisors
Ohio
$1.28M +$32.6K +641 +3%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$1.26M -$12.2K -240 -1%
IFWM
98
Institute for Wealth Management
Colorado
$1.23M
FCP
99
Fidelis Capital Partners
Florida
$1.22M +$176K +3,465 +19%
Citigroup
100
Citigroup
New York
$1.22M +$90K +1,768 +9%