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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
151
Schechter Investment Advisors
Michigan
$305K
CTA
152
Colonial Trust Advisors
South Carolina
$298K
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$296K -$62.3K -1,456 -17%
LT
154
Legacy Trust
Michigan
$292K
FWP
155
FAS Wealth Partners
Kansas
$289K -$9.16K -214 -3%
William Blair & Company
156
William Blair & Company
Illinois
$286K -$6.76K -158 -2%
PFPT
157
Pinnacle Financial Partners (Tennessee)
Tennessee
$285K -$4.97K -116 -2%
MWM
158
Mascoma Wealth Management
New Hampshire
$283K
LWM
159
Lyell Wealth Management
California
$282K
MML Investors Services
160
MML Investors Services
Massachusetts
$281K +$8.39K +196 +3%
NA
161
Nottingham Advisors
New York
$281K
MG
162
Mather Group
Illinois
$268K +$186K +4,335 +207%
RFC
163
Regions Financial Corp
Alabama
$260K
PCMC
164
Private Capital Management (Colorado)
Colorado
$256K -$85.6K -2,000 -25%
EW
165
Evoke Wealth
California
$248K
FCH
166
Freestone Capital Holdings
Washington
$247K +$254K +5,928 New
IFG
167
Independent Financial Group
California
$244K +$42.7K +997 +20%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$242K
FA
169
Fermata Advisors
California
$241K +$1.37K +32 +0.6%
CAM
170
Cidel Asset Management
Ontario, Canada
$241K
SWA
171
Sightline Wealth Advisors
Connecticut
$240K +$1.37K +32 +0.6%
BPWM
172
Badgley Phelps Wealth Managers
Washington
$236K
SSWM
173
Sheets Smith Wealth Management
North Carolina
$236K -$200K -4,663 -45%
Empower Advisory Group
174
Empower Advisory Group
Colorado
$235K +$22.3K +520 +10%
PL
175
Plancorp LLC
Missouri
$234K +$32.4K +757 +16%