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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
151
Colonial Trust Advisors
South Carolina
$281K
FWP
152
FAS Wealth Partners
Kansas
$280K +$447 +12 +0.2%
PFPT
153
Pinnacle Financial Partners (Tennessee)
Tennessee
$277K +$49.3K +1,324 +23%
SIA
154
Schechter Investment Advisors
Michigan
$277K
LT
155
Legacy Trust
Michigan
$276K
William Blair & Company
156
William Blair & Company
Illinois
$276K
MWM
157
Mascoma Wealth Management
New Hampshire
$267K
WCF
158
West Coast Financial
California
$261K -$18.1K -485 -7%
VPP
159
Vertex Planning Partners
Illinois
$260K +$335 +9 +0.1%
RFC
160
Regions Financial Corp
Alabama
$246K +$18.6K +500 +9%
ACA
161
Aptus Capital Advisors
Alabama
$244K -$5.29K -142 -2%
GWANC
162
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$5.29K -142 -2%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$237K +$225K +6,036 New
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$229K
AA
165
Ancora Advisors
Ohio
$228K +$151K +4,050 +231%
CAM
166
Cidel Asset Management
Ontario, Canada
$227K
SWA
167
Sightline Wealth Advisors
Connecticut
$224K +$484 +13 +0.2%
BPWM
168
Badgley Phelps Wealth Managers
Washington
$223K
CIC
169
Carnegie Investment Counsel
Ohio
$215K
SPC
170
Sigma Planning Corp
Michigan
$215K +$204K +5,476 New
G
171
GenTrust
Florida
$208K -$5.21K -140 -3%
WANY
172
Wealthspire Advisors (New York)
New York
$208K -$51.2K -1,376 -21%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$207K +$196K +5,269 New
BSW
174
Buckingham Strategic Wealth
Missouri
$204K -$15K -404 -7%
FFO
175
Fortitude Family Office
Arizona
$203K