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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
201
Center for Financial Planning
Michigan
$177K
CMBA
202
C.M. Bidwell & Associates
Hawaii
$176K
CCMI
203
Creative Capital Management Investments
California
$172K
FFA
204
Founders Financial Alliance
North Carolina
$161K -$25.6K -671 -15%
FFO
205
Fortitude Family Office
Arizona
$158K
IA
206
IFP Advisors
Florida
$156K +$73K +1,915 +100%
PS
207
Principal Securities
Iowa
$154K +$38.2K +1,002 +36%
CAL
208
Capital Analysts LLC
Pennsylvania
$153K
OC
209
Oakworth Capital
Alabama
$153K
RWM
210
RMG Wealth Management
Wisconsin
$120K +$109K +2,858 New
AEPWM
211
Atlantic Edge Private Wealth Management
Florida
$109K
AWM
212
AE Wealth Management
Kansas
$108K +$14.7K +385 +17%
CIAS
213
Capital Investment Advisory Services
North Carolina
$105K
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$100K -$51.7K -1,355 -35%
BlackRock
215
BlackRock
New York
$98.6K +$56.3K +1,475 +155%
ITIM
216
Indiana Trust & Investment Management
Indiana
$96.8K
GI
217
GAMMA Investing
California
$95.7K
TLA
218
Tanglewood Legacy Advisors
Texas
$89K
HNB
219
Huntington National Bank
Ohio
$85.4K
BFPW
220
BOK Financial Private Wealth
Colorado
$81.3K
Russell Investments Group
221
Russell Investments Group
United Kingdom
$76.7K -$15.8K -413 -18%
GWM
222
Geneos Wealth Management
Colorado
$73.2K +$22.2K +581 +48%
CIAS
223
CBIZ Investment Advisory Services
Ohio
$72.8K
AUB
224
Atlantic Union Bankshares
Virginia
$70.4K +$66.1K +1,732 New
AA
225
Addison Advisors
Vermont
$66.1K