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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
176
Empower Advisory Group
Colorado
$258K
SSWM
177
Sheets Smith Wealth Management
North Carolina
$258K
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$252K +$38.1K +878 +19%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$249K
CIC
180
Carnegie Investment Counsel
Ohio
$249K
MFG
181
Merit Financial Group
Georgia
$245K
P
182
&Partners
Tennessee
$243K +$232K +5,354 New
SIMG
183
Sonora Investment Management Group
Arizona
$242K +$231K +5,325 New
BPWM
184
Badgley Phelps Wealth Managers
Washington
$235K -$43 -1 -0%
IA
185
Intellus Advisors
Florida
$235K
FCH
186
Freestone Capital Holdings
Washington
$234K
FFA
187
Farther Finance Advisors
California
$234K +$155K +3,572 +227%
VA
188
Vident Advisory
Georgia
$233K
AA
189
Ancora Advisors
Ohio
$232K
G
190
GenTrust
Florida
$227K
MG
191
Mather Group
Illinois
$227K -$30.7K -708 -12%
AWE
192
Avidian Wealth Enterprises
Texas
$225K
CAL
193
Capital Analysts LLC
Pennsylvania
$222K +$49K +1,130 +30%
BlackRock
194
BlackRock
New York
$217K +$102K +2,359 +97%
HPC
195
HM Payson & Co
Maine
$215K
VBFG
196
Vishria Bird Financial Group
Tennessee
$211K +$202K +4,649 New
WPC
197
Wedmont Private Capital
Pennsylvania
$210K +$201K +4,631 New
FFA
198
Founders Financial Alliance
North Carolina
$210K +$29.3K +675 +17%
SFS
199
Solitude Financial Services
Virginia
$207K +$197K +4,550 New
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$206K +$197K +4,532 New