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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
76
Brighton Jones LLC
Washington
$951K +$117K +3,066 +14%
VP
77
Verum Partners
North Carolina
$922K -$61.2K -1,606 -6%
Osaic Holdings
78
Osaic Holdings
Arizona
$872K -$444K -11,646 -34%
GS
79
GTS Securities
Florida
$868K -$676K -17,745 -44%
IFWM
80
Institute for Wealth Management
Colorado
$864K
CCMI
81
Creative Capital Management Investments
California
$857K -$26.3K -689 -3%
O3W
82
Omni 360 Wealth
New Jersey
$847K -$7.54K -198 -0.9%
PA
83
Parallel Advisors
California
$830K -$21.1K -555 -2%
PCFFS
84
Pacific Center for Financial Services
California
$799K -$1.45K -38 -0.2%
OPW
85
Oxler Private Wealth
New York
$780K +$3.2K +84 +0.4%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$724K +$1.3K +34 +0.2%
SSWM
87
Smith Salley Wealth Management
North Carolina
$722K
WA
88
Waddell & Associates
Tennessee
$709K -$39.1K -1,026 -5%
FCP
89
Fidelis Capital Partners
Florida
$681K +$132K +3,475 +24%
TFP
90
Traction Financial Partners
Wyoming
$650K +$323K +8,481 +108%
S
91
Sachetta
Massachusetts
$616K -$672K -17,628 -54%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$616K -$118K -3,105 -16%
FAIM
93
Financial Advocates Investment Management
Washington
$588K +$229 +6 +0%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$585K +$355K +9,307 +154%
IC
95
IEQ Capital
California
$578K +$578K +15,165 New
Corient Private Wealth
96
Corient Private Wealth
Florida
$577K -$185K -4,861 -24%
MSWMA
97
Market Street Wealth Management Advisors
Indiana
$574K
Citigroup
98
Citigroup
New York
$565K -$22K -578 -4%
SWP
99
Stratos Wealth Partners
Ohio
$564K -$25.6K -671 -4%
SFP
100
Sterling Financial Planning
New Jersey
$559K -$66K -1,732 -11%