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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
176
Valeo Financial Advisors
Indiana
$333K – – –
CTA
177
Colonial Trust Advisors
South Carolina
$328K – – –
William Blair & Company
178
William Blair & Company
Illinois
$327K – – –
PMFA
179
Plante Moran Financial Advisors
Michigan
$323K – – –
VPP
180
Vertex Planning Partners
Illinois
$323K +$286 +6 +0.1%
MGIA
181
Moneta Group Investment Advisors
Missouri
$317K +$9.1K +191 +3%
MWM
182
Mascoma Wealth Management
New Hampshire
$312K – – –
CC
183
Courier Capital
New York
$310K – – –
PFPG
184
Pinnacle Financial Partners (Georgia)
Georgia
$307K -$477 -10 -0.1%
FA
185
Financial Alternatives
California
$301K -$6.2K -130 -2%
Brown Advisory
186
Brown Advisory
Maryland
$298K -$32.9K -690 -10%
CBU
187
CIBC Bancorp USA
Illinois
$297K +$308K +6,470 New
FWP
188
FAS Wealth Partners
Kansas
$294K -$27K -567 -8%
BCI
189
Brinker Capital Investments
Pennsylvania
$294K -$46.1K -968 -13%
PWP
190
Principle Wealth Partners
Connecticut
$275K – – –
SWA
191
Sightline Wealth Advisors
Connecticut
$268K +$667 +14 +0.2%
CAM
192
Cidel Asset Management
Ontario, Canada
$266K – – –
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$265K +$13.1K +275 +5%
CA
194
CoreCap Advisors
Michigan
$262K – – –
FA
195
Fermata Advisors
California
$262K -$429 -9 -0.2%
FFA
196
Fragasso Financial Advisors
Pennsylvania
$261K – – –
VA
197
Vident Advisory
Georgia
$260K -$11.1K -232 -4%
SSWM
198
Sheets Smith Wealth Management
North Carolina
$260K – – –
CIC
199
Carnegie Investment Counsel
Ohio
$252K – – –
MG
200
Mather Group
Illinois
$245K +$17.6K +369 +7%