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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
CoreCap Advisors
Michigan
$88.5K – – –
HNB
202
Huntington National Bank
Ohio
$87.3K – – –
MG
203
Mather Group
Illinois
$87.1K -$174K -4,327 -67%
NFA
204
Northwest Financial Advisors
Virginia
$83.8K +$80.9K +2,017 New
BFPW
205
BOK Financial Private Wealth
Colorado
$83.1K – – –
UB
206
UMB Bank
Missouri
$80.4K -$15.4K -384 -17%
CIAS
207
CBIZ Investment Advisory Services
Ohio
$74.4K – – –
BTI
208
Blue Trust Inc
Georgia
$67.6K +$71.1K +1,773 New
AA
209
Addison Advisors
Vermont
$67.5K -$61.2K -1,525 -48%
GRP
210
Global Retirement Partners
California
$65K +$62.7K +1,563 New
T
211
Tidemark
California
$61.5K – – –
GI
212
GAMMA Investing
California
$59.6K – – –
SS
213
Sunbelt Securities
Texas
$59.4K – – –
OHWP
214
Oak Harbor Wealth Partners
North Carolina
$57.3K +$55.3K +1,380 New
PMFA
215
Plante Moran Financial Advisors
Michigan
$56.2K – – –
MIA
216
Milestone Investment Advisors
Wisconsin
$54.5K – – –
S
217
Sachetta
Massachusetts
$52.2K -$544K -13,577 -92%
BF
218
BOK Financial
Oklahoma
$51.8K +$50.9K +1,269 New
CWC
219
Carolinas Wealth Consulting
North Carolina
$51.6K +$160 +4 +0.3%
AF
220
Allworth Financial
California
$47.8K +$8.22K +205 +22%
SSB
221
Sandy Spring Bank
Maryland
$43.2K – – –
TFGT
222
TS Financial Group (TSFG)
Illinois
$42K – – –
PTC
223
Private Trust Company
Ohio
$41.3K +$16.8K +420 +73%
AWM
224
Abound Wealth Management
Tennessee
$37.5K +$120 +3 +0.3%
EWM
225
EPG Wealth Management
Georgia
$35.7K +$34.4K +858 New
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9
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