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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$17K – – –
HR
152
Howe & Rusling
New York
$17K +$16.2K +615 New
EK
153
Evensky & Katz
Florida
$14K -$273K -10,355 -95%
CAC
154
Certified Advisory Corp
Florida
$14K – – –
MA
155
MUFG Americas
New York
$13K – – –
TIM
156
Tortoise Investment Management
New York
$11K – – –
EI
157
Ellevest Inc
New York
$10K – – –
JP Morgan Chase
158
JP Morgan Chase
New York
$8K – – –
ARMC
159
American Research & Management Company
Massachusetts
$7K – – –
CIAS
160
Capital Investment Advisory Services
North Carolina
$7K – – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$7K +$132 +5 +2%
FANJ
162
Financial Architects (New Jersey)
New Jersey
$6K – – –
LDFR
163
Lehman & Derafelo Financial Resources
Pennsylvania
$5K – – –
SF
164
Synovus Financial
Georgia
$5K – – –
ME
165
McIlrath & Eck
Washington
$3K -$29.2K -1,110 -92%
WT
166
Whittier Trust
California
$1K -$2.9K -110 -71%
SL
167
Savior LLC
Massachusetts
$1K +$790 +30 New
SHWM
168
Silicon Hills Wealth Management
Texas
$136 +$659 +25 New
PWAG
169
Polaris Wealth Advisory Group
California
– -$3.12M -126,415 Closed
SWP
170
Strategic Wealth Partners
Ohio
– -$841 -33,755 Closed
CAM
171
Cidel Asset Management
Ontario, Canada
– -$345K -13,580 Closed
WCM
172
Whitener Capital Management
North Carolina
– -$59K -2,330 Closed
AIC
173
Ameritas Investment Company
Nebraska
– -$35K -1,380 Closed
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
– -$32K -1,250 Closed
AWMS
175
Advocacy Wealth Management Services
Georgia
– -$30K -1,185 Closed