We are live on ! Find out more
PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$97.3M +$4.12M +212,490 +5%
Morgan Stanley
2
Morgan Stanley
New York
$36.8M +$4.76M +245,610 +15%
Wells Fargo
3
Wells Fargo
California
$34.5M +$2.09M +107,770 +7%
BPB
4
Badgley, Phelps & Bell
Washington
$25.7M +$406K +20,985 +2%
LPL Financial
5
LPL Financial
California
$20M +$1.25M +64,665 +7%
RJA
6
Raymond James & Associates
Florida
$19.4M +$7.34M +379,045 +63%
Mariner
7
Mariner
Kansas
$17.4M +$9.94M +513,250 +141%
U
8
UBS
Switzerland
$14.8M +$5.79M +298,980 +67%
JWA
9
JFS Wealth Advisors
Pennsylvania
$14.6M -$1.29M -66,650 -8%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.7M +$1.24M +64,280 +11%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$12.1M +$1.83M +94,420 +18%
MAM
12
Marquette Asset Management
Minnesota
$10.6M -$89.7K -4,630 -0.9%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$8.93M +$566K +29,200 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.57M -$4.89M -252,525 -37%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.5M +$1.7M +87,760 +26%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.99M +$778K +40,170 +11%
AW
17
ACG Wealth
Georgia
$7.94M -$1.38M -71,115 -15%
CAN
18
Cetera Advisor Networks
California
$5.69M +$974K +50,280 +21%
CC
19
Callan Capital
California
$5.59M +$506K +26,130 +10%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.09M -$172K -8,875 -4%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$3.8M +$26.2K +1,355 +0.7%
TWA
22
Tillar-Wenstrup Advisors
Ohio
$3.7M +$123K +6,360 +4%
Ameriprise
23
Ameriprise
Minnesota
$3.1M -$45.3K -2,340 -1%
MMLI
24
Massachusetts Mutual Life Insurance
Massachusetts
$2.52M +$996K +51,430 +68%
UCFA
25
United Capital Financial Advisors
Texas
$2.42M +$2.36M +122,025 New