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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$323K -$2.39K -55 -0.8%
FWP
152
FAS Wealth Partners
Kansas
$317K +$564 +13 +0.2%
BPA
153
Beacon Pointe Advisors
California
$317K +$303K +6,973 New
KA
154
Kovack Advisors
Florida
$313K +$299K +6,898 New
William Blair & Company
155
William Blair & Company
Illinois
$312K +$217 +5 +0.1%
FA
156
Fermata Advisors
California
$310K +$54.8K +1,264 +23%
AssetMark Inc
157
AssetMark Inc
California
$309K +$38.9K +897 +15%
MWM
158
Mascoma Wealth Management
New Hampshire
$309K
LWM
159
Lyell Wealth Management
California
$308K
CC
160
Courier Capital
New York
$307K
MGIA
161
Moneta Group Investment Advisors
Missouri
$305K +$11K +254 +4%
PFPT
162
Pinnacle Financial Partners (Tennessee)
Tennessee
$304K -$4.69K -108 -2%
FA
163
Financial Alternatives
California
$304K -$26.9K -620 -8%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$303K +$183K +4,208 +171%
SOS
165
Silver Oak Securities
Tennessee
$293K -$18K -414 -6%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$290K
RFC
167
Regions Financial Corp
Alabama
$284K
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$276K -$68.8K -1,585 -21%
PWP
169
Principle Wealth Partners
Connecticut
$273K +$260K +6,000 New
EWM
170
Empirical Wealth Management
Washington
$272K -$59.1K -1,363 -19%
EW
171
Evoke Wealth
California
$271K
SWA
172
Sightline Wealth Advisors
Connecticut
$264K +$607 +14 +0.2%
CAM
173
Cidel Asset Management
Ontario, Canada
$263K
Brown Advisory
174
Brown Advisory
Maryland
$260K
CA
175
CoreCap Advisors
Michigan
$260K +$21.7K +500 +10%