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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
126
Beacon Pointe Advisors
California
$617K +$225K +4,716 +54%
AI
127
Atria Investments
North Carolina
$603K +$119K +2,497 +23%
RWP
128
Revolve Wealth Partners
New Jersey
$596K
CAM
129
Cresset Asset Management
Illinois
$589K +$118K +2,467 +24%
LFG
130
Larson Financial Group
Missouri
$585K -$150K -3,152 -20%
EWA
131
EP Wealth Advisors
California
$572K +$26K +546 +5%
BlackRock
132
BlackRock
New York
$570K +$351K +7,356 +145%
TWM
133
Tradition Wealth Management
Minnesota
$566K +$143 +3 +0%
SFP
134
Sterling Financial Planning
New Jersey
$556K -$46.9K -984 -8%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$550K +$281K +5,904 +97%
GT
136
Glenmede Trust
Pennsylvania
$542K +$1.19K +25 +0.2%
FWP
137
Firethorn Wealth Partners
Georgia
$531K +$268K +5,616 +94%
KCM
138
Kathmere Capital Management
Pennsylvania
$530K -$810 -17 -0.1%
EFS
139
Essex Financial Services
Connecticut
$524K +$143 +3 +0%
WWM
140
Western Wealth Management
Colorado
$517K -$47.5K -997 -8%
HIM
141
Harbour Investment Management
Washington
$505K
AAP
142
Arax Advisory Partners
Colorado
$502K +$143 +3 +0%
JIC
143
Johnson Investment Counsel
Ohio
$501K
EFP
144
EnRich Financial Partners
Wisconsin
$498K -$2.57K -54 -0.5%
VFO
145
Virtus Family Office
Texas
$482K +$501K +10,501 New
AIA
146
AIMZ Investment Advisors
California
$482K
TP
147
Trailhead Planners
Minnesota
$480K
CIA
148
Capital Investment Advisors
Georgia
$477K +$235K +4,928 +90%
NWM
149
Navigate Wealth Management
Alabama
$475K +$450K +9,451 New
BFA
150
Bragg Financial Advisors
North Carolina
$466K -$19.8K -415 -4%