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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFG Advisory
Georgia
$228K -$2.24M -64,352 -90%
Northern Trust
152
Northern Trust
Illinois
$225K -$6.09K -175 -3%
FWP
153
FAS Wealth Partners
Kansas
$224K +$696 +20 +0.3%
VPP
154
Vertex Planning Partners
Illinois
$218K +$661 +19 +0.3%
MML Investors Services
155
MML Investors Services
Massachusetts
$209K -$62.8K -1,805 -22%
BPWM
156
Badgley Phelps Wealth Managers
Washington
$202K +$213K +6,115 New
HPC
157
HM Payson & Co
Maine
$156K
CFFP
158
Center for Financial Planning
Michigan
$152K
CIAS
159
Capital Investment Advisory Services
North Carolina
$150K
CMBA
160
C.M. Bidwell & Associates
Hawaii
$143K
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K
BIA
162
Bell Investment Advisors
California
$124K -$22.6K -649 -15%
TWD
163
True Wealth Design
Ohio
$119K -$33.1K -950 -21%
AssetMark Inc
164
AssetMark Inc
California
$111K +$8.25K +237 +8%
AA
165
Addison Advisors
Vermont
$104K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$84.6K +$49.2K +1,415 +123%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$82.2K -$2.44K -70 -3%
ITIM
168
Indiana Trust & Investment Management
Indiana
$78.5K +$82.8K +2,380 New
UB
169
UMB Bank
Missouri
$76.5K
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$75.5K +$9.92K +285 +14%
HNB
171
Huntington National Bank
Ohio
$69.3K
CWC
172
Carolinas Wealth Consulting
North Carolina
$57.8K -$100K -2,884 -61%
AA
173
Ancora Advisors
Ohio
$57.7K
AWM
174
Angeles Wealth Management
California
$54.6K +$57.6K +1,655 New
AF
175
Allworth Financial
California
$52.5K +$37.9K +1,090 +218%