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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VP
76
Verum Partners
North Carolina
$812K -$13.5K -415 -2%
CCMI
77
Creative Capital Management Investments
California
$796K
IFWM
78
Institute for Wealth Management
Colorado
$788K
PA
79
Parallel Advisors
California
$767K -$37.2K -1,140 -5%
OPW
80
Oxler Private Wealth
New York
$742K +$3.1K +95 +0.4%
SFP
81
Sterling Financial Planning
New Jersey
$733K -$64.2K -1,970 -8%
Corient Private Wealth
82
Corient Private Wealth
Florida
$733K -$3.09M -94,750 -82%
PCFFS
83
Pacific Center for Financial Services
California
$718K +$1.3K +40 +0.2%
ASN
84
Advisory Services Network
Georgia
$672K +$327K +10,040 +106%
BJL
85
Brighton Jones LLC
Washington
$657K +$13K +400 +2%
JP Morgan Chase
86
JP Morgan Chase
New York
$648K +$175K +5,380 +40%
SSWM
87
Smith Salley Wealth Management
North Carolina
$642K -$16.3K -500 -3%
FAIM
88
Financial Advocates Investment Management
Washington
$634K +$652 +20 +0.1%
GT
89
Glenmede Trust
Pennsylvania
$625K
TWM
90
Tradition Wealth Management
Minnesota
$619K +$326 +10 +0.1%
Two Sigma Investments
91
Two Sigma Investments
New York
$619K +$587K +18,000 New
MSWMA
92
Market Street Wealth Management Advisors
Indiana
$598K -$18.9K -580 -3%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$595K -$37.3K -1,145 -6%
BPA
94
Beacon Pointe Advisors
California
$568K +$31.6K +970 +6%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$536K +$70.4K +2,160 +16%
KCM
96
Kathmere Capital Management
Pennsylvania
$515K -$183K -5,630 -27%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$506K -$12.7K -390 -3%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$504K -$171K -5,245 -26%
WA
99
Waddell & Associates
Tennessee
$488K -$5.21K -160 -1%
Stifel Financial
100
Stifel Financial
Missouri
$481K +$163 +5 +0%