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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
$576K
FAIM
77
Financial Advocates Investment Management
Washington
$566K +$9.59K +295 +2%
GT
78
Glenmede Trust
Pennsylvania
$556K
KCM
79
Kathmere Capital Management
Pennsylvania
$550K +$614K +18,875 New
RJT
80
Raymond James Trust
Florida
$547K
Cerity Partners
81
Cerity Partners
New York
$544K +$7.48K +230 +1%
BSWM
82
Boston Standard Wealth Management
Massachusetts
$526K -$4.39K -135 -0.7%
BCI
83
Brinker Capital Investments
Pennsylvania
$524K +$323K +9,945 +124%
PWP
84
Principle Wealth Partners
Connecticut
$520K +$19.8K +610 +4%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$475K +$28.6K +880 +6%
Stifel Financial
86
Stifel Financial
Missouri
$432K +$813 +25 +0.2%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$423K +$322K +9,915 +215%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$419K +$7.97K +245 +2%
DADC
89
D.A. Davidson & Co
Montana
$415K +$1.46K +45 +0.3%
HCA
90
Harbour Capital Advisors
Virginia
$403K
WA
91
Waddell & Associates
Tennessee
$368K -$1.26M -38,850 -75%
WP
92
WealthShield Partners
North Carolina
$360K -$26.5K -815 -6%
MWM
93
Mascoma Wealth Management
New Hampshire
$358K
EWM
94
Empirical Wealth Management
Washington
$358K +$1.79K +55 +0.4%
SWAG
95
Spectrum Wealth Advisory Group
California
$348K +$813 +25 +0.2%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$347K -$24.4K -750 -6%
TAM
97
Townsend Asset Management
North Carolina
$341K +$650 +20 +0.2%
SFS
98
Solitude Financial Services
Virginia
$335K -$302K -9,290 -45%
ACP
99
Aviance Capital Partners
Florida
$331K -$2.06M -63,235 -85%
Jane Street
100
Jane Street
New York
$327K -$567K -17,450 -61%