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
FHB
101
First Hawaiian Bank
Hawaii
$360K
EWA
102
Exencial Wealth Advisors
Oklahoma
$358K
PAS
103
Park Avenue Securities
New York
$355K -$2.9K -80 -0.8%
CWC
104
Carolinas Wealth Consulting
North Carolina
$348K +$907 +25 +0.3%
SCA
105
Snowden Capital Advisors
New York
$342K -$2.18K -60 -0.6%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$339K +$1.45K +40 +0.4%
WFA
107
Wade Financial Advisory
California
$338K
KAS
108
Kestra Advisory Services
Texas
$332K -$956K -26,330 -74%
CMS
109
Capital Market Strategies
Florida
$321K
NA
110
Nottingham Advisors
New York
$320K
CCM
111
Carlson Capital Management
Minnesota
$319K
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$297K +$295K +8,115 New
CST
113
Charles Schwab Trust
Nevada
$295K -$60.8K -1,675 -17%
PCA
114
Personal Capital Advisors
California
$286K -$12.7K -350 -4%
VFA
115
Valeo Financial Advisors
Indiana
$283K +$56.4K +1,555 +25%
WCF
116
West Coast Financial
California
$282K +$13.8K +380 +5%
AC
117
Abbrea Capital
California
$280K
CTA
118
Colonial Trust Advisors
South Carolina
$279K
MHS
119
M Holdings Securities
Oregon
$279K +$277K +7,625 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$274K +$3.08K +85 +1%
EWA
121
EP Wealth Advisors
California
$273K +$271K +7,475 New
BDF
122
Balasa Dinverno & Foltz
$271K
William Blair & Company
123
William Blair & Company
Illinois
$265K -$4.9K -135 -2%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$250K
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$234K +$232K +6,395 New