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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
$1.01M -$21K -563 -2%
LSA
77
Lion Street Advisors
Texas
$966K
CCMI
78
Creative Capital Management Investments
California
$909K
Lido Advisors
79
Lido Advisors
California
$908K +$6.7K +180 +0.8%
IFWM
80
Institute for Wealth Management
Colorado
$890K
O3W
81
Omni 360 Wealth
New Jersey
$880K -$4.06K -109 -0.5%
PA
82
Parallel Advisors
California
$877K +$74 +2 +0%
BCI
83
Brinker Capital Investments
Pennsylvania
$873K -$514K -13,811 -38%
OPS
84
Orion Portfolio Solutions
Nebraska
$873K -$514K -13,811 -38%
BJL
85
Brighton Jones LLC
Washington
$859K +$110K +2,954 +16%
PCFFS
86
Pacific Center for Financial Services
California
$824K +$745 +20 +0.1%
OPW
87
Oxler Private Wealth
New York
$800K -$18.5K -498 -2%
Corient Private Wealth
88
Corient Private Wealth
Florida
$785K -$52.1K -1,400 -7%
WA
89
Waddell & Associates
Tennessee
$770K -$153K -4,096 -17%
Two Sigma Investments
90
Two Sigma Investments
New York
$758K -$603K -16,200 -46%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$754K -$7.45K -200 -1%
SSWM
92
Smith Salley Wealth Management
North Carolina
$743K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$737K +$281K +7,557 +67%
HWP
94
Hibernia Wealth Partners
Louisiana
$658K -$34.5K -927 -5%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$654K +$255K +6,841 +70%
ACM
96
Advance Capital Management
Michigan
$650K +$616K +16,544 New
SFP
97
Sterling Financial Planning
New Jersey
$644K -$132K -3,540 -18%
SWP
98
Stratos Wealth Partners
Ohio
$607K -$36.9K -991 -6%
FAIM
99
Financial Advocates Investment Management
Washington
$606K +$4.99K +134 +0.9%
Citigroup
100
Citigroup
New York
$604K +$62K +1,664 +12%