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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$280K -$140K -3,405 -29%
TFS
152
Thoroughbred Financial Services
Tennessee
$280K
GAG
153
GM Advisory Group
New York
$279K
VFA
154
Valeo Financial Advisors
Indiana
$279K
CTC
155
Central Trust Company
Missouri
$277K -$10.6K -258 -3%
CTA
156
Colonial Trust Advisors
South Carolina
$271K
SOS
157
Silver Oak Securities
Tennessee
$269K +$291K +7,101 New
William Blair & Company
158
William Blair & Company
Illinois
$269K +$10K +244 +4%
SIA
159
Schechter Investment Advisors
Michigan
$268K -$10.3K -250 -3%
LT
160
Legacy Trust
Michigan
$266K
FWP
161
FAS Wealth Partners
Kansas
$263K +$246 +6 +0.1%
AC
162
AlphaCore Capital
California
$262K +$284K +6,915 New
PFPT
163
Pinnacle Financial Partners (Tennessee)
Tennessee
$258K -$1.48K -36 -0.5%
MWM
164
Mascoma Wealth Management
New Hampshire
$257K
LWM
165
Lyell Wealth Management
California
$256K
CC
166
Courier Capital
New York
$256K +$277K +6,750 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$254K +$68.5K +1,670 +33%
RFC
168
Regions Financial Corp
Alabama
$237K
SC
169
SouthState Corp
Florida
$233K +$252K +6,150 New
TIAA Trust, National Association
170
TIAA Trust, National Association
North Carolina
$226K -$60.7K -1,481 -20%
EW
171
Evoke Wealth
California
$226K
BPA
172
Beacon Pointe Advisors
California
$225K +$244K +5,946 New
FCH
173
Freestone Capital Holdings
Washington
$224K
MG
174
Mather Group
Illinois
$223K -$21.9K -533 -8%
MWM
175
Mascagni Wealth Management
Mississippi
$221K