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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$1.09M +$1.41K +33 +0.1%
Lido Advisors
77
Lido Advisors
California
$1.09M +$107K +2,502 +11%
SWM
78
Shakespeare Wealth Management
Wisconsin
$1.06M -$44.5K -1,040 -4%
BJL
79
Brighton Jones LLC
Washington
$1.05M -$2.35K -55 -0.2%
VP
80
Verum Partners
North Carolina
$1.01M +$1.28K +30 +0.1%
IFWM
81
Institute for Wealth Management
Colorado
$934K -$9.16K -214 -0.9%
DADC
82
D.A. Davidson & Co
Montana
$932K +$90.5K +2,113 +10%
O3W
83
Omni 360 Wealth
New Jersey
$910K -$6.34K -148 -0.7%
PCFFS
84
Pacific Center for Financial Services
California
$856K -$17K -398 -2%
PA
85
Parallel Advisors
California
$856K -$94.3K -2,202 -10%
SSWM
86
Smith Salley Wealth Management
North Carolina
$835K -$91.4K -2,136 -10%
FCP
87
Fidelis Capital Partners
Florida
$760K
Corient Private Wealth
88
Corient Private Wealth
Florida
$745K +$3.94K +92 +0.5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$730K +$2.06K +48 +0.3%
WA
90
Waddell & Associates
Tennessee
$729K -$35.7K -835 -5%
GBFP
91
Golden Bell Financial Planning
Georgia
$727K +$748K +17,468 New
Osaic Holdings
92
Osaic Holdings
Arizona
$716K -$35.2K -822 -5%
Citigroup
93
Citigroup
New York
$702K +$5.27K +123 +0.7%
OPW
94
Oxler Private Wealth
New York
$679K -$148K -3,458 -17%
MCM
95
MAI Capital Management
Ohio
$655K +$252K +5,880 +60%
SFA
96
Sequoia Financial Advisors
Ohio
$643K +$194K +4,524 +41%
IC
97
IEQ Capital
California
$634K +$3.3K +77 +0.5%
SWP
98
Stratos Wealth Partners
Ohio
$625K -$16.2K -379 -2%
GT
99
Glenmede Trust
Pennsylvania
$608K
LFG
100
Larson Financial Group
Missouri
$607K +$103K +2,401 +20%