We are live on ! Find out more
PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
126
True North Advisors
Texas
$212K +$205K +6,015 New
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$204K
HC
128
Hatton Consulting
Arizona
$201K +$195K +5,710 New
CFFP
129
Center for Financial Planning
Michigan
$184K +$179K +5,230 New
CMBA
130
C.M. Bidwell & Associates
Hawaii
$181K +$171 +5 +0.1%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$177K +$171K +5,015 New
HPC
132
HM Payson & Co
Maine
$167K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$163K +$46.8K +1,370 +42%
CWC
134
Carolinas Wealth Consulting
North Carolina
$142K +$171 +5 +0.1%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$141K +$92.5K +2,710 +213%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$139K -$30.9K -905 -19%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$136K -$32.8K -960 -20%
BAM
138
Belpointe Asset Management
Nevada
$132K -$25.4K -745 -17%
HNB
139
Huntington National Bank
Ohio
$123K
LGWM
140
Litman Gregory Wealth Management
California
$95K
ARIS
141
Advanced Research Investment Solutions
California
$88K
PCG
142
Private Capital Group
Connecticut
$88K
CIAS
143
Capital Investment Advisory Services
North Carolina
$73K -$9.22K -270 -12%
AA
144
Ancora Advisors
Ohio
$62K
Citigroup
145
Citigroup
New York
$58K -$1.88K -55 -3%
SCA
146
Stonebridge Capital Advisors
Minnesota
$53K +$51K +1,495 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$50K -$1.18M -34,650 -96%
SBL
148
Sargent Bickham Lagudis
Colorado
$45K
PFBT
149
Parkside Financial Bank & Trust
Missouri
$40K
BA
150
Bellwether Advisors
Nebraska
$40K +$3.75K +110 +11%