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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
101
Central Trust Company
Missouri
$326K -$28.3K -870 -7%
TC
102
Trilogy Capital
California
$322K +$163 +5 +0%
WWM
103
Western Wealth Management
Colorado
$319K +$357K +10,990 New
AIA
104
AIMZ Investment Advisors
California
$306K
HC
105
Hoese & Co
Minnesota
$303K -$132K -4,050 -28%
SWP
106
Stratos Wealth Partners
Ohio
$294K +$88K +2,705 +37%
FHB
107
First Hawaiian Bank
Hawaii
$287K
EWA
108
Exencial Wealth Advisors
Oklahoma
$285K
PAS
109
Park Avenue Securities
New York
$280K -$1.46K -45 -0.5%
SSWM
110
Sheets Smith Wealth Management
North Carolina
$272K +$650 +20 +0.2%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$272K +$29.8K +915 +11%
DWT
112
Dorsey & Whitney Trust
South Dakota
$272K +$303K +9,330 New
SCA
113
Snowden Capital Advisors
New York
$271K
WFA
114
Wade Financial Advisory
California
$270K
CWC
115
Carolinas Wealth Consulting
North Carolina
$270K +$1.46K +45 +0.5%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$262K -$6.43M -197,825 -96%
CMS
117
Capital Market Strategies
Florida
$256K
NA
118
Nottingham Advisors
New York
$255K
REMPR
119
Roof Eidam Maycock Peralta (REMP)
California
$249K +$278K +8,540 New
CCM
120
Carlson Capital Management
Minnesota
$247K -$8.45K -260 -3%
SEA
121
Stegent Equity Advisors
Texas
$243K -$53.6K -1,650 -17%
AWS
122
Atria Wealth Solutions
New York
$230K +$257K +7,900 New
CCA
123
Cobblestone Capital Advisors
New York
$230K +$257K +7,905 New
PCA
124
Personal Capital Advisors
California
$228K
EH
125
Equitable Holdings
New York
$228K +$254K +7,815 New