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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Parallel Advisors
California
$947K +$40.7K +1,015 +5%
IFWM
77
Institute for Wealth Management
Colorado
$941K
SSWM
78
Smith Salley Wealth Management
North Carolina
$923K +$132K +3,286 +17%
O3W
79
Omni 360 Wealth
New Jersey
$915K -$7.38K -184 -0.8%
PCFFS
80
Pacific Center for Financial Services
California
$872K +$1.08K +27 +0.1%
DADC
81
D.A. Davidson & Co
Montana
$843K +$316K +7,878 +64%
OPW
82
Oxler Private Wealth
New York
$822K -$26.8K -668 -3%
WA
83
Waddell & Associates
Tennessee
$762K -$9.5K -237 -1%
Osaic Holdings
84
Osaic Holdings
Arizona
$749K -$194K -4,838 -21%
HWP
85
Hibernia Wealth Partners
Louisiana
$743K +$717K +17,877 New
Corient Private Wealth
86
Corient Private Wealth
Florida
$740K +$108K +2,683 +18%
FCP
87
Fidelis Capital Partners
Florida
$739K
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$728K -$39.9K -996 -5%
TFP
89
Traction Financial Partners
Wyoming
$722K +$40.5K +1,010 +6%
Citigroup
90
Citigroup
New York
$696K +$78.1K +1,948 +13%
SWP
91
Stratos Wealth Partners
Ohio
$640K +$24.8K +619 +4%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$632K -$42.1K -1,050 -6%
IC
93
IEQ Capital
California
$630K
GT
94
Glenmede Trust
Pennsylvania
$607K
FAIM
95
Financial Advocates Investment Management
Washington
$599K -$40.6K -1,013 -7%
SFP
96
Sterling Financial Planning
New Jersey
$597K -$11.5K -288 -2%
MSWMA
97
Market Street Wealth Management Advisors
Indiana
$570K -$53.3K -1,330 -9%
ACM
98
Advance Capital Management
Michigan
$560K +$1.6K +40 +0.3%
WWM
99
Western Wealth Management
Colorado
$557K +$201 +5 +0%
HCA
100
Harbour Capital Advisors
Virginia
$555K