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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Financial Alternatives
California
$307K
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$303K +$9.78K +214 +3%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$279K
PWP
179
Principle Wealth Partners
Connecticut
$275K
FWP
180
Firethorn Wealth Partners
Georgia
$273K +$272K +5,958 New
FFA
181
Farther Finance Advisors
California
$273K +$36.6K +801 +16%
VA
182
Vident Advisory
Georgia
$271K +$35.5K +777 +15%
EW
183
Evoke Wealth
California
$269K -$4.11K -90 -2%
SWA
184
Sightline Wealth Advisors
Connecticut
$267K +$640 +14 +0.2%
CAM
185
Cidel Asset Management
Ontario, Canada
$266K
FA
186
Fermata Advisors
California
$263K -$50.8K -1,111 -16%
CA
187
CoreCap Advisors
Michigan
$262K
SSWM
188
Sheets Smith Wealth Management
North Carolina
$260K
FTUS
189
Flow Traders U.S.
New York
$259K +$258K +5,639 New
FFA
190
Fragasso Financial Advisors
Pennsylvania
$257K +$256K +5,600 New
MFG
191
Merit Financial Group
Georgia
$256K +$8.82K +193 +4%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$252K
CIC
193
Carnegie Investment Counsel
Ohio
$252K
CIA
194
Capital Investment Advisors
Georgia
$252K +$49.1K +1,074 +24%
Comerica Bank
195
Comerica Bank
Texas
$250K -$228K -4,997 -48%
AssetMark Inc
196
AssetMark Inc
California
$248K -$64.3K -1,406 -21%
P
197
&Partners
Tennessee
$244K -$1.51K -33 -0.6%
BPWM
198
Badgley Phelps Wealth Managers
Washington
$237K
IA
199
Intellus Advisors
Florida
$237K
IA
200
IFP Advisors
Florida
$235K +$32K +701 +16%