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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$112K -$79.4K -1,855 -41%
AEPWM
202
Atlantic Edge Private Wealth Management
Florida
$112K +$95.7K +2,235 +502%
CA
203
CoreCap Advisors
Michigan
$110K +$21.6K +505 +24%
ITIM
204
Indiana Trust & Investment Management
Indiana
$99K – – –
AWM
205
AE Wealth Management
Kansas
$94.9K +$97.6K +2,280 New
TLA
206
Tanglewood Legacy Advisors
Texas
$91.1K +$93.7K +2,189 New
HNB
207
Huntington National Bank
Ohio
$87.4K – – –
BFPW
208
BOK Financial Private Wealth
Colorado
$83.2K – – –
UB
209
UMB Bank
Missouri
$80.6K – – –
CIAS
210
CBIZ Investment Advisory Services
Ohio
$74.5K – – –
AA
211
Addison Advisors
Vermont
$67.6K – – –
GRP
212
Global Retirement Partners
California
$65K – – –
BA
213
Bellwether Advisors
Nebraska
$64.8K +$66.6K +1,556 New
T
214
Tidemark
California
$61.6K – – –
DRP
215
Decker Retirement Planning
Utah
$60.9K +$62.6K +1,463 New
GI
216
GAMMA Investing
California
$59.7K – – –
SS
217
Sunbelt Securities
Texas
$59.5K – – –
OHWP
218
Oak Harbor Wealth Partners
North Carolina
$57.4K – – –
MIA
219
Milestone Investment Advisors
Wisconsin
$54.6K – – –
CWC
220
Carolinas Wealth Consulting
North Carolina
$52K +$257 +6 +0.5%
S
221
Sachetta
Massachusetts
$51.5K -$771 -18 -1%
PMFA
222
Plante Moran Financial Advisors
Michigan
$48.6K -$7.88K -184 -14%
SSB
223
Sandy Spring Bank
Maryland
$43.3K – – –
GWM
224
Geneos Wealth Management
Colorado
$42.5K +$7.66K +179 +21%
TFGT
225
TS Financial Group (TSFG)
Illinois
$42K – – –
7 8
9
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