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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$53.1K +$50.4K +1,352 +135,200%
MIA
202
Milestone Investment Advisors
Wisconsin
$51.6K
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$48.1K +$24.4K +655 +115%
NCM
204
Northwest Capital Management
Oregon
$46.2K
GI
205
GAMMA Investing
California
$46.1K +$43.7K +1,174 New
HR
206
Howe & Rusling
New York
$44.4K +$33.7K +905 +402%
SSB
207
Sandy Spring Bank
Maryland
$41K +$186 +5 +0.5%
TFGT
208
TS Financial Group (TSFG)
Illinois
$40K
PAM
209
Palisade Asset Management
Minnesota
$38.1K +$36.1K +970 New
AF
210
Allworth Financial
California
$37.1K
MAM
211
MMA Asset Management
Pennsylvania
$35.3K +$33.4K +898 New
AWM
212
Abound Wealth Management
Tennessee
$35.2K +$74 +2 +0.2%
EWM
213
EPG Wealth Management
Georgia
$33.5K +$74 +2 +0.2%
NA
214
NewEdge Advisors
Louisiana
$29.7K
BFEC
215
Benjamin F. Edwards & Company
Missouri
$28K +$16.8K +451 +170%
RTL
216
Red Tortoise LLC
Georgia
$24.6K
Jones Financial Companies
217
Jones Financial Companies
Missouri
$23.6K +$22.3K +600 New
GWM
218
Geneos Wealth Management
Colorado
$23.2K -$22.3K -599 -50%
CT
219
Colonial Trust
South Carolina
$22.5K -$18.6K -500 -47%
GFPC
220
Global Financial Private Client
Florida
$22.2K
PCTC
221
Perkins Coie Trust Company
Washington
$20.6K
CA
222
Continuum Advisory
Idaho
$18.9K +$18K +484 New
NRC
223
New Republic Capital
North Carolina
$18.5K
CA
224
Clearstead Advisors
Ohio
$18.4K -$11.1K -297 -39%
CIA
225
Cape Investment Advisory
Georgia
$17.9K