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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$659K +$181 +5 +0%
BSWM
77
Boston Standard Wealth Management
Massachusetts
$632K +$127K +3,495 +25%
PPA
78
Parametric Portfolio Associates
Washington
$622K +$249K +6,855 +67%
HC
79
Hoese & Co
Minnesota
$611K
EWM
80
Empirical Wealth Management
Washington
$602K +$84.6K +2,330 +16%
Cerity Partners
81
Cerity Partners
New York
$600K
BPA
82
Beacon Pointe Advisors
California
$598K +$594K +16,375 New
PWP
83
Principle Wealth Partners
Connecticut
$596K +$242K +6,670 +69%
DADC
84
D.A. Davidson & Co
Montana
$560K -$13.1K -360 -2%
Stifel Financial
85
Stifel Financial
Missouri
$541K +$5.44K +150 +1%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$534K
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$528K -$7.62K -210 -1%
WP
88
WealthShield Partners
North Carolina
$500K +$496K +13,680 New
HCA
89
Harbour Capital Advisors
Virginia
$493K
SWM
90
Spire Wealth Management
Virginia
$480K +$544 +15 +0.1%
Renaissance Technologies
91
Renaissance Technologies
New York
$457K +$454K +12,500 New
MWM
92
Mascoma Wealth Management
New Hampshire
$448K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$437K +$391K +10,785 +906%
SWAG
94
Spectrum Wealth Advisory Group
California
$435K -$268K -7,395 -38%
CTC
95
Central Trust Company
Missouri
$435K +$41.7K +1,150 +11%
TAM
96
Townsend Asset Management
North Carolina
$426K +$181 +5 +0%
TC
97
Trilogy Capital
California
$403K +$7.99K +220 +2%
B
98
Bridgeworth
Alabama
$395K
AIA
99
AIMZ Investment Advisors
California
$384K
SEA
100
Stegent Equity Advisors
Texas
$364K -$36.3K -1,000 -9%