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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
126
EP Wealth Advisors
California
$548K +$545K +11,931 New
GT
127
Glenmede Trust
Pennsylvania
$542K +$539K +11,800 New
KCM
128
Kathmere Capital Management
Pennsylvania
$531K -$1.83K -40 -0.3%
EFS
129
Essex Financial Services
Connecticut
$524K +$183 +4 +0%
HIM
130
Harbour Investment Management
Washington
$505K – – –
AAP
131
Arax Advisory Partners
Colorado
$502K +$500K +10,935 New
JIC
132
Johnson Investment Counsel
Ohio
$502K – – –
EFP
133
EnRich Financial Partners
Wisconsin
$500K – – –
AI
134
Atria Investments
North Carolina
$488K +$73.4K +1,607 +18%
BFA
135
Bragg Financial Advisors
North Carolina
$485K -$35.2K -770 -7%
AIA
136
AIMZ Investment Advisors
California
$482K – – –
TP
137
Trailhead Planners
Minnesota
$480K +$478K +10,460 New
CAM
138
Cresset Asset Management
Illinois
$476K +$91 +2 +0%
WP
139
WealthShield Partners
North Carolina
$476K -$10.3K -225 -2%
ACP
140
Aviance Capital Partners
Florida
$459K +$137 +3 +0%
FHB
141
First Hawaiian Bank
Hawaii
$452K – – –
TWM
142
TopTier Wealth Management
Wisconsin
$450K +$448K +9,795 New
PC
143
Prairiewood Capital
North Dakota
$446K -$2.47K -54 -0.6%
QWM
144
Quadcap Wealth Management
Texas
$408K – – –
SPC
145
Sigma Planning Corp
Michigan
$403K -$10.6K -233 -3%
BPA
146
Beacon Pointe Advisors
California
$401K +$80.3K +1,756 +25%
TAM
147
Townsend Asset Management
North Carolina
$395K -$39.8K -870 -9%
IIM
148
Invariant Investment Management
Pennsylvania
$386K +$366K +8,000 New
FWP
149
Flatrock Wealth Partners
California
$382K +$381K +8,331 New
MWMDPGFG
150
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$376K +$375K +8,194 New
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