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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$1.13M +$305 +8 +0%
MHS
77
M Holdings Securities
Oregon
$1.11M +$1.04M +27,390 New
IAA
78
Independent Advisor Alliance
North Carolina
$1.06M -$64.6K -1,695 -6%
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$1.05M -$41.4K -1,085 -4%
BJL
80
Brighton Jones LLC
Washington
$1.05M +$58K +1,520 +6%
Lido Advisors
81
Lido Advisors
California
$1.04M -$4.35K -114 -0.4%
DADC
82
D.A. Davidson & Co
Montana
$1.03M -$6.79K -178 -0.7%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$981K -$1.32M -34,519 -59%
SWM
84
Shakespeare Wealth Management
Wisconsin
$975K -$14.3K -376 -2%
IAN
85
Integrated Advisors Network
Texas
$926K +$651K +17,063 +299%
KW
86
KWB Wealth
California
$917K -$180K -4,720 -16%
IFWM
87
Institute for Wealth Management
Colorado
$913K
MAM
88
Marquette Asset Management
Minnesota
$906K -$763K -20,000 -47%
O3W
89
Omni 360 Wealth
New Jersey
$844K -$43.4K -1,138 -5%
Corient Private Wealth
90
Corient Private Wealth
Florida
$838K +$10.5K +276 +1%
PCFFS
91
Pacific Center for Financial Services
California
$838K +$877 +23 +0.1%
SSWM
92
Smith Salley Wealth Management
North Carolina
$816K
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$764K -$763 -20 -0.1%
WA
94
Waddell & Associates
Tennessee
$762K +$48.6K +1,274 +7%
BEI
95
Benjamin Edwards Inc
Missouri
$755K +$708K +18,568 New
FCP
96
Fidelis Capital Partners
Florida
$749K
PA
97
Parallel Advisors
California
$748K -$83.1K -2,178 -11%
SWP
98
Stratos Wealth Partners
Ohio
$712K -$15K -393 -2%
GBFP
99
Golden Bell Financial Planning
Georgia
$698K -$4.81K -126 -0.7%
QCM
100
Quantinno Capital Management
New York
$675K +$76.8K +2,014 +14%