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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$223K
CW
127
Connectus Wealth
Ohio
$222K +$241K +7,250 New
ARC
128
Advisor Resource Council
Texas
$221K +$240K +7,210 New
5L
129
55I LLC
Massachusetts
$208K +$226K +6,785 New
AA
130
Addison Advisors
Vermont
$207K +$84K +2,525 +60%
TFS
131
Thoroughbred Financial Services
Tennessee
$200K +$217K +6,525 New
FWP
132
FAS Wealth Partners
Kansas
$196K
EWA
133
EP Wealth Advisors
California
$186K -$46.9K -1,410 -19%
CIAS
134
Capital Investment Advisory Services
North Carolina
$158K +$4.33K +130 +3%
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$154K -$25K -750 -13%
CFFP
136
Center for Financial Planning
Michigan
$146K
HPC
137
HM Payson & Co
Maine
$145K
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$142K -$5.66K -170 -4%
CMBA
139
C.M. Bidwell & Associates
Hawaii
$133K -$26.8K -805 -16%
HFA
140
HC Financial Advisors
California
$128K
BIA
141
Bell Investment Advisors
California
$128K +$139K +4,170 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$127K -$17.3K -520 -11%
PFS
143
Prospera Financial Services
Texas
$112K
BMD
144
Better Money Decisions
New Mexico
$86K +$93K +2,795 New
UB
145
UMB Bank
Missouri
$83K -$2.5K -75 -3%
ARIS
146
Advanced Research Investment Solutions
California
$77K
AA
147
Ancora Advisors
Ohio
$54K
WAM
148
Worth Asset Management
Texas
$51K +$55.3K +1,660 New
SSC
149
Syverson Strege & Co
Iowa
$48K -$8.99K -270 -15%
GLLW
150
Graves Light Lenhart Wealth
Virginia
$40K -$52.1K -1,565 -55%