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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
176
Moneta Group Investment Advisors
Missouri
$221K +$240K +5,847 New
PGFC
177
Peapack-Gladstone Financial Corp
New Jersey
$221K
CAM
178
Cidel Asset Management
Ontario, Canada
$219K
SWA
179
Sightline Wealth Advisors
Connecticut
$219K +$287 +7 +0.1%
FA
180
Fermata Advisors
California
$218K -$1.15K -28 -0.5%
BPWM
181
Badgley Phelps Wealth Managers
Washington
$218K +$3.08K +75 +1%
Empower Advisory Group
182
Empower Advisory Group
Colorado
$217K +$2.63K +64 +1%
IAN
183
Integrated Advisors Network
Texas
$216K +$234K +5,707 New
SSWM
184
Sheets Smith Wealth Management
North Carolina
$215K
PL
185
Plancorp LLC
Missouri
$213K
WFC
186
Western Financial Corp
California
$212K +$41 +1 +0%
D.E. Shaw & Co
187
D.E. Shaw & Co
New York
$208K -$66.4K -1,620 -23%
ACA
188
Aptus Capital Advisors
Alabama
$207K -$2.38K -58 -1%
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$207K -$2.38K -58 -1%
VA
190
Vident Advisory
Georgia
$205K
CA
191
CoreCap Advisors
Michigan
$198K +$106K +2,585 +98%
AA
192
Ancora Advisors
Ohio
$193K +$20.5K +500 +11%
HPC
193
HM Payson & Co
Maine
$179K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$176K +$33.6K +820 +21%
AssetMark Inc
195
AssetMark Inc
California
$175K +$40K +975 +27%
FFA
196
Founders Financial Alliance
North Carolina
$175K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$171K +$27.7K +675 +18%
CFFP
198
Center for Financial Planning
Michigan
$164K
CMBA
199
C.M. Bidwell & Associates
Hawaii
$164K
CCMI
200
Creative Capital Management Investments
California
$161K -$30.4K -741 -15%