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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
$876K +$102K +2,921 +12%
HWP
77
Hibernia Wealth Partners
Louisiana
$839K +$885K +25,437 New
Citigroup
78
Citigroup
New York
$839K +$726K +20,858 +457%
ASN
79
Advisory Services Network
Georgia
$779K +$142K +4,083 +21%
B
80
Bridgeworth
Alabama
$776K -$11.7K -335 -1%
CCMI
81
Creative Capital Management Investments
California
$764K -$104 -3 -0%
IFWM
82
Institute for Wealth Management
Colorado
$747K -$9.6K -276 -1%
PA
83
Parallel Advisors
California
$736K +$209 +6 +0%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$691K +$729K +20,950 New
PCFFS
85
Pacific Center for Financial Services
California
$691K +$1.25K +36 +0.2%
OPW
86
Oxler Private Wealth
New York
$686K -$27.6K -792 -4%
LSA
87
Lion Street Advisors
Texas
$665K +$701K +20,154 New
SFP
88
Sterling Financial Planning
New Jersey
$662K -$44.5K -1,278 -6%
GT
89
Glenmede Trust
Pennsylvania
$626K
BJL
90
Brighton Jones LLC
Washington
$623K -$8.14K -234 -1%
SSWM
91
Smith Salley Wealth Management
North Carolina
$616K
JP Morgan Chase
92
JP Morgan Chase
New York
$615K -$7.13K -205 -1%
FAIM
93
Financial Advocates Investment Management
Washington
$593K -$16.8K -483 -3%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$587K +$76.8K +2,207 +14%
MSWMA
95
Market Street Wealth Management Advisors
Indiana
$565K -$9.6K -276 -2%
SWP
96
Stratos Wealth Partners
Ohio
$546K +$125K +3,589 +28%
JMPWA
97
JP Morgan Private Wealth Advisors
California
$534K -$39.5K -1,134 -7%
TWM
98
Tradition Wealth Management
Minnesota
$523K -$74.9K -2,152 -12%
WA
99
Waddell & Associates
Tennessee
$508K +$42.1K +1,210 +9%
PCMC
100
Private Capital Management (Colorado)
Colorado
$491K +$518K +14,880 New