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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Townsend Asset Management
North Carolina
$219K +$363 +15 +0.1%
FHB
102
First Hawaiian Bank
Hawaii
$216K
CCM
103
Carlson Capital Management
Minnesota
$214K
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$212K -$17.4K -720 -6%
BSWM
105
Boston Standard Wealth Management
Massachusetts
$212K +$605 +25 +0.2%
CTC
106
Central Trust Company
Missouri
$205K -$178K -7,375 -39%
TC
107
Trilogy Capital
California
$205K -$55.3K -2,285 -18%
WFA
108
Wade Financial Advisory
California
$205K -$48.9K -2,020 -15%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$162K -$44.9K -1,855 -17%
Citigroup
110
Citigroup
New York
$127K +$121 +5 +0.1%
HFA
111
HC Financial Advisors
California
$125K +$169K +6,975 New
FWP
112
FAS Wealth Partners
Kansas
$115K +$156K +6,445 New
VFA
113
Valeo Financial Advisors
Indiana
$93K -$102K -4,220 -46%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$86K
CWC
115
Carolinas Wealth Consulting
North Carolina
$71K +$96.4K +3,985 New
CMBA
116
C.M. Bidwell & Associates
Hawaii
$68K
FPFS
117
First Personal Financial Services
North Carolina
$67K +$90.1K +3,725 New
LGWM
118
Litman Gregory Wealth Management
California
$48K -$30.4K -1,255 -32%
PCG
119
Private Capital Group
Connecticut
$45K
TL
120
TrueWealth LLC
Georgia
$38K +$50.8K +2,100 New
AA
121
Ancora Advisors
Ohio
$31K
ASN
122
Advisory Services Network
Georgia
$30K -$1.69K -70 -4%
FHA
123
Flagship Harbor Advisors
Massachusetts
$30K
AAP
124
Arax Advisory Partners
Colorado
$27K +$37.1K +1,535 New
AIC
125
Ameritas Investment Company
Nebraska
$25K +$33.3K +1,375 New