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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SVA Wealth Management
Wisconsin
$225K +$207K +10,085 New
SSWM
102
Sheets Smith Wealth Management
North Carolina
$218K -$102K -4,955 -34%
SG
103
StoneX Group
New York
$217K +$199K +9,700 New
CTC
104
Central Trust Company
Missouri
$216K -$36.8K -1,795 -16%
SCA
105
Snowden Capital Advisors
New York
$216K +$198K +9,655 New
AWM
106
Argent Wealth Management
Massachusetts
$210K +$173K +8,420 New
EWA
107
Exencial Wealth Advisors
Oklahoma
$210K +$193K +9,400 New
FWP
108
FAS Wealth Partners
Kansas
$170K +$23.7K +1,155 +18%
CMBA
109
C.M. Bidwell & Associates
Hawaii
$157K +$66.2K +3,225 +85%
HFA
110
HC Financial Advisors
California
$156K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$130K +$20.8K +1,015 +21%
CWC
112
Carolinas Wealth Consulting
North Carolina
$89K +$205 +10 +0.3%
Citigroup
113
Citigroup
New York
$80K -$72.3K -3,525 -50%
VFA
114
Valeo Financial Advisors
Indiana
$75K -$31K -1,510 -31%
LGWM
115
Litman Gregory Wealth Management
California
$60K
PCG
116
Private Capital Group
Connecticut
$56K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$47K -$143K -6,950 -77%
CWM
118
Cedar Wealth Management
California
$40K -$310K -15,120 -89%
AA
119
Ancora Advisors
Ohio
$39K
FHA
120
Flagship Harbor Advisors
Massachusetts
$37K
AAP
121
Arax Advisory Partners
Colorado
$34K
TL
122
TrueWealth LLC
Georgia
$30K -$15.9K -775 -37%
PCTC
123
Perkins Coie Trust Company
Washington
$25K
PFBT
124
Parkside Financial Bank & Trust
Missouri
$25K +$23.2K +1,130 New
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$22K +$20.2K +985 New