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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Snowden Capital Advisors
New York
$308K -$1.64K -65 -0.5%
FHB
102
First Hawaiian Bank
Hawaii
$307K
CCM
103
Carlson Capital Management
Minnesota
$285K
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$283K
EK
105
Evensky & Katz
Florida
$276K +$275K +10,890 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$267K -$4.54K -180 -2%
AIA
107
AIMZ Investment Advisors
California
$267K
PAS
108
Park Avenue Securities
New York
$267K +$265K +10,500 New
SFM
109
Signet Financial Management
New Jersey
$243K -$37.8K -1,500 -14%
EWA
110
Exencial Wealth Advisors
Oklahoma
$239K
LNC
111
Lincoln National Corp
Pennsylvania
$222K
G
112
GenTrust
Florida
$217K -$1.76K -70 -0.8%
Brown Advisory
113
Brown Advisory
Maryland
$203K
IWM
114
IHT Wealth Management
Illinois
$201K +$199K +7,905 New
CWM
115
Cornerstone Wealth Management
Missouri
$200K +$883 +35 +0.4%
Citigroup
116
Citigroup
New York
$184K -$378 -15 -0.2%
VFA
117
Valeo Financial Advisors
Indiana
$123K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$122K
CMBA
119
C.M. Bidwell & Associates
Hawaii
$96K
LGWM
120
Litman Gregory Wealth Management
California
$68K
PCG
121
Private Capital Group
Connecticut
$64K -$4.79K -190 -7%
WCM
122
Whitener Capital Management
North Carolina
$59K
CWM
123
Cedar Wealth Management
California
$52K
SIAS
124
Shine Investment Advisory Services
Colorado
$52K
ASN
125
Advisory Services Network
Georgia
$44K