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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$636K +$67K +2,090 +12%
GT
77
Glenmede Trust
Pennsylvania
$606K
MSWMA
78
Market Street Wealth Management Advisors
Indiana
$592K -$34.4K -1,075 -5%
PWP
79
Principle Wealth Partners
Connecticut
$592K +$26.9K +840 +5%
RJT
80
Raymond James Trust
Florida
$592K -$2.72K -85 -0.5%
BJL
81
Brighton Jones LLC
Washington
$587K -$81.4K -2,540 -12%
FAIM
82
Financial Advocates Investment Management
Washington
$583K -$32K -1,000 -5%
Cerity Partners
83
Cerity Partners
New York
$578K -$13.3K -415 -2%
BSWM
84
Boston Standard Wealth Management
Massachusetts
$575K +$3.04K +95 +0.5%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$509K -$8.17K -255 -2%
BPA
86
Beacon Pointe Advisors
California
$497K +$502K +15,680 New
MW
87
MBL Wealth
North Carolina
$488K +$493K +15,400 New
WA
88
Waddell & Associates
Tennessee
$464K +$65K +2,030 +16%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$455K
Stifel Financial
90
Stifel Financial
Missouri
$445K -$25.6K -800 -5%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$440K -$21K -655 -5%
JWWM
92
Johnson & White Wealth Management
Pennsylvania
$436K -$3.44M -107,285 -84%
HCA
93
Harbour Capital Advisors
Virginia
$426K
DADC
94
D.A. Davidson & Co
Montana
$413K -$37.8K -1,180 -8%
WWM
95
Western Wealth Management
Colorado
$401K +$53.8K +1,680 +15%
MWM
96
Mascoma Wealth Management
New Hampshire
$389K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$386K +$92.1K +2,875 +31%
VPP
98
Vertex Planning Partners
Illinois
$381K +$385K +12,015 New
JP Morgan Chase
99
JP Morgan Chase
New York
$380K +$362K +11,310 +1,651%
WP
100
WealthShield Partners
North Carolina
$379K -$13.1K -410 -3%