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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$323K -$86.2K -2,590 -20%
AIA
102
AIMZ Investment Advisors
California
$322K
SEA
103
Stegent Equity Advisors
Texas
$306K
FHB
104
First Hawaiian Bank
Hawaii
$302K
EWA
105
Exencial Wealth Advisors
Oklahoma
$300K
PAS
106
Park Avenue Securities
New York
$296K -$1.66K -50 -0.5%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$295K +$112K +3,365 +54%
SCA
108
Snowden Capital Advisors
New York
$285K -$2.33K -70 -0.7%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$285K +$499 +15 +0.2%
WFA
110
Wade Financial Advisory
California
$284K
CWC
111
Carolinas Wealth Consulting
North Carolina
$283K -$9.82K -295 -3%
CMS
112
Capital Market Strategies
Florida
$269K
CCM
113
Carlson Capital Management
Minnesota
$268K
NA
114
Nottingham Advisors
New York
$268K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$258K +$29.6K +890 +12%
BCI
116
Brinker Capital Investments
Pennsylvania
$247K +$268K +8,040 New
PCA
117
Personal Capital Advisors
California
$240K
VFA
118
Valeo Financial Advisors
Indiana
$238K
WCF
119
West Coast Financial
California
$237K
KAS
120
Kestra Advisory Services
Texas
$236K -$46.3K -1,390 -15%
AC
121
Abbrea Capital
California
$235K
CTA
122
Colonial Trust Advisors
South Carolina
$235K
MHS
123
M Holdings Securities
Oregon
$234K
BDF
124
Balasa Dinverno & Foltz
$227K
SWP
125
Stratos Wealth Partners
Ohio
$226K +$33.6K +1,010 +16%