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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$588K +$15.5K +610 +2%
WCF
77
West Coast Financial
California
$584K -$38.6K -1,520 -6%
IFWM
78
Institute for Wealth Management
Colorado
$554K +$619K +24,360 New
EWM
79
Evercore Wealth Management
New York
$544K
EPA
80
Element Pointe Advisors
Florida
$544K +$607K +23,910 New
CIBC World Market
81
CIBC World Market
Ontario, Canada
$538K +$6.22K +245 +1%
CTC
82
Central Trust Company
Missouri
$532K +$31.8K +1,250 +6%
ACP
83
Aviance Capital Partners
Florida
$527K +$34.3K +1,350 +6%
LYV
84
Live Your Vision
Pennsylvania
$501K +$83.1K +3,270 +19%
FAIM
85
Financial Advocates Investment Management
Washington
$497K -$153K -6,015 -22%
MML Investors Services
86
MML Investors Services
Massachusetts
$485K +$185K +7,295 +52%
SWP
87
Stratos Wealth Partners
Ohio
$476K -$19.8K -780 -4%
CGL
88
Clarius Group LLC
Washington
$463K
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$421K +$471K +18,535 New
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$413K +$462K +18,170 New
UCFA
91
United Capital Financial Advisors
Texas
$410K -$508 -20 -0.1%
SPIA
92
Steward Partners Investment Advisory
New York
$410K +$362K +14,265 +376%
SWM
93
SVA Wealth Management
Wisconsin
$406K
B
94
Bridgeworth
Alabama
$391K -$126K -4,965 -13%
DADC
95
D.A. Davidson & Co
Montana
$390K +$3.94K +155 +0.9%
HCA
96
Harbour Capital Advisors
Virginia
$369K -$622K -24,475 -60%
WG
97
Welch Group
Alabama
$359K +$41.7K +1,640 +12%
UB
98
UMB Bank
Missouri
$359K +$68.9K +2,710 +21%
HB
99
Homrich & Berg
Georgia
$357K
N
100
Natixis
France
$352K +$381 +15 +0.1%