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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$644K -$18.3K -675 -3%
Cerity Partners
77
Cerity Partners
New York
$633K -$276K -10,165 -33%
PCFFS
78
Pacific Center for Financial Services
California
$623K +$679 +25 +0.1%
Renaissance Technologies
79
Renaissance Technologies
New York
$528K +$475K +17,500 New
Wealthfront Advisers
80
Wealthfront Advisers
California
$488K -$950 -35 -0.2%
FAIM
81
Financial Advocates Investment Management
Washington
$486K -$75.2K -2,770 -15%
DADC
82
D.A. Davidson & Co
Montana
$475K +$2.17K +80 +0.5%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$473K +$42.2K +1,555 +11%
BJL
84
Brighton Jones LLC
Washington
$449K +$271 +10 +0.1%
CCA
85
Clearwater Capital Advisors
Illinois
$416K -$6.52K -240 -2%
SWAG
86
Spectrum Wealth Advisory Group
California
$415K -$462K -17,025 -55%
Northern Trust
87
Northern Trust
Illinois
$408K +$13.6K +500 +4%
WCF
88
West Coast Financial
California
$405K -$29.7K -1,095 -8%
LA
89
LexAurum Advisors
Kansas
$402K +$15.5K +570 +4%
BSWM
90
Boston Standard Wealth Management
Massachusetts
$386K +$3.53K +130 +1%
B
91
Bridgeworth
Alabama
$379K
MWM
92
Mascoma Wealth Management
New Hampshire
$371K +$333K +12,275 New
HA
93
Harborview Advisors
Maine
$362K -$7.33K -270 -2%
TAM
94
Townsend Asset Management
North Carolina
$360K -$6.52K -240 -2%
BPB
95
Badgley, Phelps & Bell
Washington
$350K -$22K -810 -7%
Stifel Financial
96
Stifel Financial
Missouri
$346K -$10.5K -385 -3%
JMPWA
97
JP Morgan Private Wealth Advisors
California
$345K +$2.85K +105 +0.9%
MW
98
MBL Wealth
North Carolina
$345K +$310K +11,430 New
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$340K -$43.2K -1,590 -12%
WFA
100
Wade Financial Advisory
California
$329K -$271 -10 -0.1%