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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
$988K -$6.57K -196 -0.7%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$976K -$57.6K -1,717 -6%
LSA
78
Lion Street Advisors
Texas
$966K +$188K +5,614 +28%
WA
79
Waddell & Associates
Tennessee
$889K +$278K +8,295 +54%
B
80
Bridgeworth
Alabama
$882K
CCMI
81
Creative Capital Management Investments
California
$868K
Lido Advisors
82
Lido Advisors
California
$860K -$383K -11,417 -33%
IFWM
83
Institute for Wealth Management
Colorado
$849K
O3W
84
Omni 360 Wealth
New Jersey
$844K +$755K +22,519 New
PA
85
Parallel Advisors
California
$837K +$67 +2 +0%
Corient Private Wealth
86
Corient Private Wealth
Florida
$802K +$230K +6,846 +47%
PCFFS
87
Pacific Center for Financial Services
California
$786K +$905 +27 +0.1%
OPW
88
Oxler Private Wealth
New York
$782K +$2.28K +68 +0.3%
SFP
89
Sterling Financial Planning
New Jersey
$747K -$4.39K -131 -0.7%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$747K +$70.8K +2,112 +12%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$734K -$46.3K -1,380 -7%
SSWM
92
Smith Salley Wealth Management
North Carolina
$709K +$8.05K +240 +1%
BJL
93
Brighton Jones LLC
Washington
$709K +$1.14K +34 +0.2%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$669K +$106K +3,160 +22%
HWP
95
Hibernia Wealth Partners
Louisiana
$663K -$260K -7,756 -30%
SWP
96
Stratos Wealth Partners
Ohio
$616K -$3.72K -111 -0.7%
FAIM
97
Financial Advocates Investment Management
Washington
$573K -$89.8K -2,677 -15%
MSWMA
98
Market Street Wealth Management Advisors
Indiana
$569K -$65.5K -1,954 -11%
TWM
99
Tradition Wealth Management
Minnesota
$553K -$37.2K -1,110 -7%
GT
100
Glenmede Trust
Pennsylvania
$547K -$147K -4,385 -23%