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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
76
Lion Street Advisors
Texas
$999K -$115K -2,795 -10%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$989K +$287 +7 +0%
Lido Advisors
78
Lido Advisors
California
$972K -$16.3K -397 -2%
DADC
79
D.A. Davidson & Co
Montana
$961K +$123K +2,999 +13%
SWM
80
Shakespeare Wealth Management
Wisconsin
$922K -$42.4K -1,035 -4%
BJL
81
Brighton Jones LLC
Washington
$920K -$36.3K -886 -4%
IFWM
82
Institute for Wealth Management
Colorado
$850K
O3W
83
Omni 360 Wealth
New Jersey
$829K +$246 +6 +0%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$818K +$388K +9,458 +78%
SIC
85
SFE Investment Counsel
California
$793K +$859K +20,948 New
PCFFS
86
Pacific Center for Financial Services
California
$780K +$410 +10 +0%
PA
87
Parallel Advisors
California
$779K
Corient Private Wealth
88
Corient Private Wealth
Florida
$770K +$99.6K +2,428 +14%
SSWM
89
Smith Salley Wealth Management
North Carolina
$760K
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$712K +$280K +6,817 +57%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$697K +$22.2K +542 +3%
SWP
92
Stratos Wealth Partners
Ohio
$678K +$118K +2,884 +19%
IC
93
IEQ Capital
California
$674K +$105K +2,557 +17%
FCP
94
Fidelis Capital Partners
Florida
$661K
WA
95
Waddell & Associates
Tennessee
$661K -$2.46K -60 -0.3%
GBFP
96
Golden Bell Financial Planning
Georgia
$654K -$7.63K -186 -1%
OPW
97
Oxler Private Wealth
New York
$618K +$779 +19 +0.1%
MCM
98
MAI Capital Management
Ohio
$596K
SFA
99
Sequoia Financial Advisors
Ohio
$588K +$2.99K +73 +0.5%
AAP
100
Arax Advisory Partners
Colorado
$558K +$605K +14,750 New