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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
126
C.M. Bidwell & Associates
Hawaii
$155K -$69.5K -2,560 -33%
GLLW
127
Graves Light Lenhart Wealth
Virginia
$146K +$131K +4,840 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$145K -$164K -6,025 -56%
HPC
129
HM Payson & Co
Maine
$143K +$128K +4,725 New
BAM
130
Belpointe Asset Management
Nevada
$136K +$122K +4,495 New
CWC
131
Carolinas Wealth Consulting
North Carolina
$121K +$271 +10 +0.3%
VFA
132
Valeo Financial Advisors
Indiana
$105K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$98K +$4.75K +175 +6%
CH
134
Canton Hathaway
Rhode Island
$98K +$88.1K +3,245 New
LGWM
135
Litman Gregory Wealth Management
California
$81K
PCG
136
Private Capital Group
Connecticut
$76K
ARIS
137
Advanced Research Investment Solutions
California
$75K
CIAS
138
Capital Investment Advisory Services
North Carolina
$71K +$13.7K +505 +28%
AA
139
Ancora Advisors
Ohio
$53K
Citigroup
140
Citigroup
New York
$51K -$814 -30 -2%
ASN
141
Advisory Services Network
Georgia
$50K
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$40K +$34.6K +1,275 New
SBL
143
Sargent Bickham Lagudis
Colorado
$39K +$34.8K +1,280 New
PFBT
144
Parkside Financial Bank & Trust
Missouri
$34K
PCTC
145
Perkins Coie Trust Company
Washington
$34K
GWM
146
Geneos Wealth Management
Colorado
$32K
BA
147
Bellwether Advisors
Nebraska
$30K +$27.8K +1,025 New
AF
148
Advisornet Financial
Minnesota
$26K
SSW
149
Smith Shellnut Wilson
Mississippi
$25K +$22.3K +820 New
APWA
150
Atlas Private Wealth Advisors
New Jersey
$24K +$21.3K +785 New