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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
201
Empirical Wealth Management
Washington
$241K +$251K +5,263 New
PAS
202
Park Avenue Securities
New York
$240K +$21.7K +456 +10%
BPWM
203
Badgley Phelps Wealth Managers
Washington
$237K
IA
204
Intellus Advisors
Florida
$237K
AA
205
Ancora Advisors
Ohio
$234K
AssetMark Inc
206
AssetMark Inc
California
$230K -$18K -377 -7%
IA
207
IFP Advisors
Florida
$230K -$5.1K -107 -2%
AWE
208
Avidian Wealth Enterprises
Texas
$228K
BW
209
BIP Wealth
Georgia
$225K +$234K +4,914 New
MW
210
MBL Wealth
North Carolina
$224K
CAL
211
Capital Analysts LLC
Pennsylvania
$224K +$477 +10 +0.2%
WPC
212
Wedmont Private Capital
Pennsylvania
$222K -$5.48K -115 -2%
NG
213
Norden Group
Utah
$218K +$227K +4,757 New
HPC
214
HM Payson & Co
Maine
$217K
LWM
215
Lyell Wealth Management
California
$214K -$100K -2,100 -31%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$213K
FFA
217
Founders Financial Alliance
North Carolina
$212K +$32.3K +678 +17%
NFS
218
NewCorp Financial Services
Georgia
$212K -$8.82K -185 -4%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$209K +$286 +6 +0.1%
WFC
220
Western Financial Corp
California
$206K +$214K +4,480 New
IFA
221
Index Fund Advisors
California
$205K +$1K +21 +0.5%
CCMI
222
Creative Capital Management Investments
California
$202K
FC
223
Fusion Capital
South Carolina
$202K +$477 +10 +0.2%
PL
224
Plancorp LLC
Missouri
$200K +$200K +4,186 New
CFFP
225
Center for Financial Planning
Michigan
$199K