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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
126
Center for Financial Planning
Michigan
$187K
CMBA
127
C.M. Bidwell & Associates
Hawaii
$187K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$185K +$26.7K +730 +17%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$183K
HPC
130
HM Payson & Co
Maine
$172K
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$171K +$25.2K +690 +17%
AA
132
Addison Advisors
Vermont
$155K -$100K -2,735 -39%
HFA
133
HC Financial Advisors
California
$152K
BIA
134
Bell Investment Advisors
California
$152K +$152K +4,155 New
CWC
135
Carolinas Wealth Consulting
North Carolina
$147K +$183 +5 +0.1%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$144K
ARIS
137
Advanced Research Investment Solutions
California
$91.2K
PCG
138
Private Capital Group
Connecticut
$91K
SSC
139
Syverson Strege & Co
Iowa
$79K -$20.5K -560 -21%
CIAS
140
Capital Investment Advisory Services
North Carolina
$69K
AA
141
Ancora Advisors
Ohio
$64K
VCM
142
Vigilant Capital Management
Maine
$61K
HNB
143
Huntington National Bank
Ohio
$55K
RFA
144
Reilly Financial Advisors
California
$55K +$41.9K +1,145 +305%
JCM
145
Jacobi Capital Management
Pennsylvania
$51K +$51.2K +1,400 New
TCWA
146
Ten Capital Wealth Advisors
Washington
$49K
SBL
147
Sargent Bickham Lagudis
Colorado
$47K
SCA
148
Stonebridge Capital Advisors
Minnesota
$45K -$9.15K -250 -17%
BA
149
Bellwether Advisors
Nebraska
$41K -$3.29K -90 -7%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$41K