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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
126
BlackRock
New York
$779K +$78.9K +1,549 +12%
NA
127
NewEdge Advisors
Louisiana
$773K +$102 +2 +0%
UBS AM
128
UBS AM
Illinois
$767K -$7.64K -150 -1%
Wealthfront Advisers
129
Wealthfront Advisers
California
$764K -$89.9K -1,766 -11%
MSWMA
130
Market Street Wealth Management Advisors
Indiana
$751K
Corient Private Wealth
131
Corient Private Wealth
Florida
$741K -$559K -10,979 -45%
Lido Advisors
132
Lido Advisors
California
$740K -$87.8K -1,724 -11%
HCA
133
Harbour Capital Advisors
Virginia
$737K
VPP
134
Vertex Planning Partners
Illinois
$733K +$311K +6,107 +87%
OPW
135
Oxler Private Wealth
New York
$720K -$36.8K -723 -5%
VFO
136
Virtus Family Office
Texas
$711K +$114K +2,239 +21%
William Blair & Company
137
William Blair & Company
Illinois
$705K +$281K +5,525 +78%
RWP
138
Revolve Wealth Partners
New Jersey
$694K -$28.3K -555 -4%
TWM
139
Tradition Wealth Management
Minnesota
$688K +$102 +2 +0%
WWM
140
Western Wealth Management
Colorado
$687K +$53.8K +1,056 +9%
SFP
141
Sterling Financial Planning
New Jersey
$672K -$3.51K -69 -0.6%
GT
142
Glenmede Trust
Pennsylvania
$658K -$1.27K -25 -0.2%
EFS
143
Essex Financial Services
Connecticut
$618K -$16.8K -330 -3%
JIC
144
Johnson Investment Counsel
Ohio
$614K +$4.48K +88 +0.8%
HIM
145
Harbour Investment Management
Washington
$614K
EFP
146
EnRich Financial Partners
Wisconsin
$591K -$12.9K -254 -2%
AIA
147
AIMZ Investment Advisors
California
$586K
KCM
148
Kathmere Capital Management
Pennsylvania
$583K -$56.2K -1,104 -10%
BPA
149
Beacon Pointe Advisors
California
$575K -$160K -3,142 -23%
CIA
150
Capital Investment Advisors
Georgia
$571K -$8.71K -171 -2%