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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
$297K
LT
152
Legacy Trust
Michigan
$292K
William Blair & Company
153
William Blair & Company
Illinois
$292K
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$291K +$22.8K +569 +9%
PFPT
155
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K
MWM
156
Mascoma Wealth Management
New Hampshire
$283K
LWM
157
Lyell Wealth Management
California
$281K
NA
158
Nottingham Advisors
New York
$280K -$80.2K -2,000 -23%
WCF
159
West Coast Financial
California
$276K
MML Investors Services
160
MML Investors Services
Massachusetts
$272K +$241 +6 +0.1%
RFC
161
Regions Financial Corp
Alabama
$260K
EW
162
Evoke Wealth
California
$248K +$239K +5,960 New
BPA
163
Beacon Pointe Advisors
California
$247K +$238K +5,946 New
VPP
164
Vertex Planning Partners
Illinois
$247K +$441 +11 +0.2%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$242K
CAM
166
Cidel Asset Management
Ontario, Canada
$241K
FA
167
Fermata Advisors
California
$240K +$231K +5,766 New
SWA
168
Sightline Wealth Advisors
Connecticut
$239K +$722 +18 +0.3%
BPWM
169
Badgley Phelps Wealth Managers
Washington
$236K
SFS
170
Solitude Financial Services
Virginia
$235K -$64.4K -1,605 -22%
WFC
171
Western Financial Corp
California
$233K -$962 -24 -0.4%
ACA
172
Aptus Capital Advisors
Alabama
$232K -$25.5K -636 -10%
GWANC
173
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K -$25.5K -636 -10%
CIC
174
Carnegie Investment Counsel
Ohio
$228K
VA
175
Vident Advisory
Georgia
$225K +$217K +5,413 New