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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$442K +$41.9K +1,245 +10%
DADC
102
D.A. Davidson & Co
Montana
$431K +$1.51K +45 +0.3%
WWM
103
Western Wealth Management
Colorado
$421K +$4.37K +130 +1%
MWM
104
Mascoma Wealth Management
New Hampshire
$393K
CTC
105
Central Trust Company
Missouri
$377K +$18.5K +550 +5%
SFS
106
Solitude Financial Services
Virginia
$375K +$2.86K +85 +0.8%
WP
107
WealthShield Partners
North Carolina
$367K -$26.6K -790 -7%
ACP
108
Aviance Capital Partners
Florida
$359K -$29.4K -875 -7%
HC
109
Hoese & Co
Minnesota
$358K
AIA
110
AIMZ Investment Advisors
California
$345K
SWM
111
Spire Wealth Management
Virginia
$345K +$192K +5,705 +120%
PC
112
Prairiewood Capital
North Dakota
$342K -$6.73K -200 -2%
TAM
113
Townsend Asset Management
North Carolina
$336K +$336 +10 +0.1%
FA
114
Financial Alternatives
California
$330K
AWS
115
Atria Wealth Solutions
New York
$327K
FHB
116
First Hawaiian Bank
Hawaii
$324K
EWA
117
Exencial Wealth Advisors
Oklahoma
$322K
TC
118
Trilogy Capital
California
$321K -$43.4K -1,290 -12%
Renaissance Technologies
119
Renaissance Technologies
New York
$313K +$16.8K +500 +6%
ASN
120
Advisory Services Network
Georgia
$313K -$13K -385 -4%
SSWM
121
Sheets Smith Wealth Management
North Carolina
$311K +$1.01K +30 +0.3%
CWC
122
Carolinas Wealth Consulting
North Carolina
$307K +$1.18K +35 +0.4%
WFA
123
Wade Financial Advisory
California
$305K
SCA
124
Snowden Capital Advisors
New York
$303K -$3.7K -110 -1%
TRCT
125
Tower Research Capital (TRC)
New York
$301K -$629K -18,710 -67%