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Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
201
Aptus Capital Advisors
Alabama
$206K -$32.8K -756 -14%
GWANC
202
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$32.8K -756 -14%
PAS
203
Park Avenue Securities
New York
$204K +$195K +4,486 New
MWM
204
Mascagni Wealth Management
Mississippi
$203K -$47.3K -1,090 -20%
IFA
205
Index Fund Advisors
California
$202K +$193K +4,455 New
IA
206
IFP Advisors
Florida
$201K +$25.6K +591 +15%
CIA
207
Capital Investment Advisors
Georgia
$200K +$191K +4,407 New
CFFP
208
Center for Financial Planning
Michigan
$197K – – –
CMBA
209
C.M. Bidwell & Associates
Hawaii
$197K – – –
CCMI
210
Creative Capital Management Investments
California
$193K – – –
FFO
211
Fortitude Family Office
Arizona
$176K – – –
OC
212
Oakworth Capital
Alabama
$171K – – –
RFP
213
Root Financial Partners
California
$151K +$145K +3,335 New
RWM
214
RMG Wealth Management
Wisconsin
$130K – – –
PS
215
Principal Securities
Iowa
$123K -$46.4K -1,070 -28%
AEPWM
216
Atlantic Edge Private Wealth Management
Florida
$122K – – –
AWM
217
AE Wealth Management
Kansas
$120K -$217 -5 -0.2%
CIAS
218
Capital Investment Advisory Services
North Carolina
$114K -$3.47K -80 -3%
ITIM
219
Indiana Trust & Investment Management
Indiana
$108K – – –
HNB
220
Huntington National Bank
Ohio
$107K – – –
GI
221
GAMMA Investing
California
$107K – – –
AF
222
Allworth Financial
California
$105K +$78.4K +1,808 +361%
GWM
223
Geneos Wealth Management
Colorado
$102K +$19.8K +456 +25%
BFPW
224
BOK Financial Private Wealth
Colorado
$90.8K – – –
SAM
225
Smartleaf Asset Management
Massachusetts
$84K +$75.5K +1,741 +1,612%
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