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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
WestHill Financial Advisors
California
$12.7K -$4.71K -140 -27%
CPFP
202
Clear Perspectives Financial Planning
Ohio
$12.7K
PMFA
203
Plante Moran Financial Advisors
Michigan
$11.7K +$11.9K +355 New
CIA
204
Cape Investment Advisory
Georgia
$10K +$10.3K +305 New
CI
205
Cordant Inc
Oregon
$9.54K
BFEC
206
Benjamin F. Edwards & Company
Missouri
$9K +$168 +5 +2%
AAS
207
Ameritas Advisory Services
Nebraska
$8.9K +$9.25K +275 New
HS
208
Horan Securities
United States
$8.88K
BWP
209
Baldwin Wealth Partners
Massachusetts
$8.23K
MFT
210
Moisand Fitzgerald Tamayo
Florida
$8.23K
TWA
211
TCI Wealth Advisors
Arizona
$7.73K
NSIM
212
North Star Investment Management
Illinois
$7.69K
RA
213
Rise Advisors
New York
$6.35K +$168 +5 +3%
ADL
214
Asset Dedication LLC
California
$6K +$6.22K +185 New
Toronto Dominion Bank
215
Toronto Dominion Bank
Ontario, Canada
$5K -$50.5K -1,500 -91%
TCM
216
TD Capital Management
Tennessee
$4.38K
GWS
217
Glassman Wealth Services
Virginia
$4.28K +$4.37K +130 New
TF
218
TimeScale Financial
Massachusetts
$4.11K
MA
219
MCF Advisors
Kentucky
$3.13K
ME
220
McIlrath & Eck
Washington
$3.13K
PA
221
PSI Advisors
Florida
$2.96K
WT
222
Washington Trust
Rhode Island
$2.3K
RFC
223
Regions Financial Corp
Alabama
-$1.23M -38,805 Closed
BCI
224
Brinker Capital Investments
Pennsylvania
-$636K -20,075 Closed
PWP
225
Principle Wealth Partners
Connecticut
-$592K -18,695 Closed