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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMS
126
Capital Market Strategies
Florida
$278K
NA
127
Nottingham Advisors
New York
$277K
SEA
128
Stegent Equity Advisors
Texas
$264K
CCM
129
Carlson Capital Management
Minnesota
$257K -$11.5K -360 -4%
CCA
130
Cobblestone Capital Advisors
New York
$250K
WCF
131
West Coast Financial
California
$249K +$4.81K +150 +2%
PCA
132
Personal Capital Advisors
California
$248K
ACA
133
Aptus Capital Advisors
Alabama
$247K +$250K +7,790 New
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
$247K +$250K +7,790 New
VFA
135
Valeo Financial Advisors
Indiana
$246K
MML Investors Services
136
MML Investors Services
Massachusetts
$244K +$247K +7,710 New
EH
137
Equitable Holdings
New York
$243K -$4.49K -140 -2%
AC
138
Abbrea Capital
California
$243K
CTA
139
Colonial Trust Advisors
South Carolina
$242K
SWAG
140
Spectrum Wealth Advisory Group
California
$242K -$139K -4,330 -36%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$240K -$140K -4,365 -36%
MHS
142
M Holdings Securities
Oregon
$240K -$1.76K -55 -0.7%
PWMG
143
Provence Wealth Management Group
California
$238K +$240K +7,500 New
CW
144
Connectus Wealth
Ohio
$230K
William Blair & Company
145
William Blair & Company
Illinois
$223K
LT
146
Legacy Trust
Michigan
$223K +$225K +7,025 New
Northern Trust
147
Northern Trust
Illinois
$216K +$218K +6,820 New
TFS
148
Thoroughbred Financial Services
Tennessee
$206K +$209K +6,525 New
TWD
149
True Wealth Design
Ohio
$203K +$206K +6,415 New
FWP
150
FAS Wealth Partners
Kansas
$203K +$481 +15 +0.2%