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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
$1.24M -$25.6K -591 -2%
Lido Advisors
77
Lido Advisors
California
$1.2M +$35K +806 +3%
IAA
78
Independent Advisor Alliance
North Carolina
$1.18M
BJL
79
Brighton Jones LLC
Washington
$1.17M -$2.6K -60 -0.2%
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$1.14M +$477 +11 +0%
PAG
81
Private Advisor Group
New Jersey
$1.12M -$198K -4,570 -16%
DADC
82
D.A. Davidson & Co
Montana
$1.09M -$48.7K -1,123 -4%
SWM
83
Shakespeare Wealth Management
Wisconsin
$1.07M -$16.3K -375 -2%
SFA
84
Sequoia Financial Advisors
Ohio
$1.05M +$296K +6,825 +42%
IFWM
85
Institute for Wealth Management
Colorado
$1.02M
Corient Private Wealth
86
Corient Private Wealth
Florida
$991K +$52.5K +1,209 +6%
KW
87
KWB Wealth
California
$985K +$43 +1 +0%
O3W
88
Omni 360 Wealth
New Jersey
$949K +$6.16K +142 +0.7%
BEI
89
Benjamin Edwards Inc
Missouri
$924K +$76.7K +1,767 +10%
SC
90
Scotia Capital
Ontario, Canada
$914K +$873K +20,113 New
SSWM
91
Smith Salley Wealth Management
North Carolina
$912K
PCFFS
92
Pacific Center for Financial Services
California
$901K -$33.5K -773 -4%
IAN
93
Integrated Advisors Network
Texas
$889K -$139K -3,193 -14%
MAM
94
Marquette Asset Management
Minnesota
$860K -$145K -3,352 -15%
Citigroup
95
Citigroup
New York
$846K +$289K +6,651 +56%
WA
96
Waddell & Associates
Tennessee
$841K -$8.98K -207 -1%
PA
97
Parallel Advisors
California
$836K
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$818K +$64.9K +1,497 +9%
FCP
99
Fidelis Capital Partners
Florida
$816K
QCM
100
Quantinno Capital Management
New York
$814K +$57.3K +1,320 +8%