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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$666K
EPA
77
Element Pointe Advisors
Florida
$665K
ACP
78
Aviance Capital Partners
Florida
$644K +$212K +8,060 +52%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$596K
CGL
80
Clarius Group LLC
Washington
$559K
WCF
81
West Coast Financial
California
$550K -$39.5K -1,500 -7%
BPB
82
Badgley, Phelps & Bell
Washington
$543K -$70.2K -2,665 -12%
CTC
83
Central Trust Company
Missouri
$515K -$110K -4,180 -18%
GT
84
Glenmede Trust
Pennsylvania
$511K +$8.69K +330 +2%
FAIM
85
Financial Advocates Investment Management
Washington
$510K
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$507K
N
87
Natixis
France
$501K -$1.71K -65 -0.4%
DADC
88
D.A. Davidson & Co
Montana
$483K -$8.96K -340 -2%
HCA
89
Harbour Capital Advisors
Virginia
$437K
HB
90
Homrich & Berg
Georgia
$430K
BJL
91
Brighton Jones LLC
Washington
$408K +$16.5K +625 +4%
Stifel Financial
92
Stifel Financial
Missouri
$405K -$552K -20,970 -59%
SSWM
93
Sheets Smith Wealth Management
North Carolina
$399K -$933K -35,405 -71%
WG
94
Welch Group
Alabama
$398K +$384K +14,565 New
HA
95
Harborview Advisors
Maine
$396K -$395 -15 -0.1%
SWP
96
Stratos Wealth Partners
Ohio
$384K -$37.8K -1,435 -9%
SBL
97
Sargent Bickham Lagudis
Colorado
$369K
WFA
98
Wade Financial Advisory
California
$368K +$355K +13,465 New
Northern Trust
99
Northern Trust
Illinois
$367K +$15.8K +600 +5%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$365K -$69.7K -2,645 -17%