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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$586K
FAIM
77
Financial Advocates Investment Management
Washington
$586K +$36.3K +1,090 +6%
RJT
78
Raymond James Trust
Florida
$575K -$200K -6,000 -24%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$565K +$29.5K +885 +5%
Cerity Partners
80
Cerity Partners
New York
$565K +$66.9K +2,010 +12%
Renaissance Technologies
81
Renaissance Technologies
New York
$537K +$166K +5,000 +40%
PWP
82
Principle Wealth Partners
Connecticut
$529K +$30.6K +920 +6%
B
83
Bridgeworth
Alabama
$494K +$176K +5,300 +49%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$473K +$26.6K +800 +5%
Stifel Financial
85
Stifel Financial
Missouri
$455K +$166 +5 +0%
BPA
86
Beacon Pointe Advisors
California
$444K -$63.1K -1,895 -12%
HC
87
Hoese & Co
Minnesota
$442K -$76.6K -2,300 -14%
DADC
88
D.A. Davidson & Co
Montana
$435K -$37.9K -1,140 -7%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$433K -$10.7K -320 -2%
HCA
90
Harbour Capital Advisors
Virginia
$414K
WP
91
WealthShield Partners
North Carolina
$404K -$16.6K -500 -4%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$389K +$24.6K +740 +6%
MWM
93
Mascoma Wealth Management
New Hampshire
$376K
EWM
94
Empirical Wealth Management
Washington
$375K -$141K -4,225 -26%
PTC
95
Private Trust Company
Ohio
$373K +$405K +12,175 New
CTC
96
Central Trust Company
Missouri
$370K +$5.33K +160 +1%
SWAG
97
Spectrum Wealth Advisory Group
California
$366K +$499 +15 +0.1%
TAM
98
Townsend Asset Management
North Carolina
$358K +$333 +10 +0.1%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$339K -$1.7M -51,110 -82%
TC
100
Trilogy Capital
California
$339K +$166 +5 +0%