We are live on ! Find out more
PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Principle Wealth Partners
Connecticut
$370K +$368K +9,655 New
CWC
102
Carolinas Wealth Consulting
North Carolina
$364K +$209K +5,475 +136%
SCA
103
Snowden Capital Advisors
New York
$361K -$5.14K -135 -1%
WFA
104
Wade Financial Advisory
California
$355K -$61.9K -1,625 -15%
SSWM
105
Sheets Smith Wealth Management
North Carolina
$355K +$191 +5 +0.1%
CMS
106
Capital Market Strategies
Florida
$336K +$334K +8,775 New
CCM
107
Carlson Capital Management
Minnesota
$335K
NA
108
Nottingham Advisors
New York
$335K
TNA
109
True North Advisors
Texas
$321K -$5.53K -145 -2%
PCA
110
Personal Capital Advisors
California
$313K +$13.3K +350 +4%
AC
111
Abbrea Capital
California
$294K
Northern Trust
112
Northern Trust
Illinois
$294K +$38.1K +1,000 +15%
CTA
113
Colonial Trust Advisors
South Carolina
$293K
PWMG
114
Provence Wealth Management Group
California
$288K +$286K +7,500 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$285K +$46.7K +1,225 +20%
BDF
116
Balasa Dinverno & Foltz
$284K
William Blair & Company
117
William Blair & Company
Illinois
$284K +$14.1K +370 +5%
WCF
118
West Coast Financial
California
$282K -$18.5K -485 -6%
BPWM
119
Badgley Phelps Wealth Managers
Washington
$275K -$23.8K -625 -8%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$262K
ARC
121
Advisor Resource Council
Texas
$260K +$258K +6,780 New
FWP
122
FAS Wealth Partners
Kansas
$245K
SWP
123
Stratos Wealth Partners
Ohio
$244K -$4K -105 -2%
G
124
GenTrust
Florida
$238K -$4.95K -130 -2%
VFA
125
Valeo Financial Advisors
Indiana
$237K