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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
176
Laird Norton Wetherby Trust Company
Washington
$429K – – –
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$429K +$97.7K +1,918 +33%
TFS
178
Thoroughbred Financial Services
Tennessee
$413K – – –
CTC
179
Central Trust Company
Missouri
$410K – – –
VFA
180
Valeo Financial Advisors
Indiana
$404K – – –
SWM
181
Spire Wealth Management
Virginia
$403K -$9.32K -183 -2%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$403K -$49.4K -970 -12%
CTA
183
Colonial Trust Advisors
South Carolina
$399K – – –
MWM
184
Mascoma Wealth Management
New Hampshire
$379K – – –
MGIA
185
Moneta Group Investment Advisors
Missouri
$378K -$6.72K -132 -2%
CC
186
Courier Capital
New York
$376K – – –
TP
187
Trailhead Planners
Minnesota
$373K -$192K -3,775 -36%
Brown Advisory
188
Brown Advisory
Maryland
$362K – – –
FA
189
Financial Alternatives
California
$360K -$5.09K -100 -2%
FWP
190
FAS Wealth Partners
Kansas
$359K +$509 +10 +0.2%
BCI
191
Brinker Capital Investments
Pennsylvania
$357K -$1.02K -20 -0.3%
TRCT
192
Tower Research Capital (TRC)
New York
$355K +$324K +6,360 New
IA
193
IFP Advisors
Florida
$336K +$51.2K +1,005 +20%
PWP
194
Principle Wealth Partners
Connecticut
$335K – – –
SWA
195
Sightline Wealth Advisors
Connecticut
$326K +$509 +10 +0.2%
CAM
196
Cidel Asset Management
Ontario, Canada
$323K – – –
SSWM
197
Sheets Smith Wealth Management
North Carolina
$321K +$4.28K +84 +1%
CBU
198
CIBC Bancorp USA
Illinois
$320K -$36.9K -724 -11%
CA
199
CoreCap Advisors
Michigan
$319K – – –
FA
200
Fermata Advisors
California
$318K -$866 -17 -0.3%