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
$93.2M -$2.49M -126,800 -2%
Morgan Stanley
2
Morgan Stanley
New York
$38.2M +$849K +43,165 +2%
Wells Fargo
3
Wells Fargo
California
$32.1M +$2.76M +140,305 +9%
BPB
4
Badgley, Phelps & Bell
Washington
$24.4M +$332K +16,890 +1%
LPL Financial
5
LPL Financial
California
$20.3M +$398K +20,235 +2%
RJA
6
Raymond James & Associates
Florida
$20M +$495K +25,155 +2%
Mariner
7
Mariner
Kansas
$17.4M +$726K +36,900 +4%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$17M +$2.32M +117,775 +15%
U
9
UBS
Switzerland
$15.3M -$322K -16,370 -2%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.7M -$59.4K -3,020 -0.4%
JWA
11
JFS Wealth Advisors
Pennsylvania
$12.4M -$77.1K -3,920 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.6M +$284K +14,455 +3%
MAM
13
Marquette Asset Management
Minnesota
$8.04M -$1.84M -93,750 -18%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.8M -$238K -12,095 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.79M -$325K -16,515 -4%
CAN
16
Cetera Advisor Networks
California
$5.15M -$24.3K -1,235 -0.4%
AW
17
ACG Wealth
Georgia
$4.92M -$189K -9,600 -4%
KL
18
Kinsight LLC
Alabama
$4.51M +$4.72M +240,030 New
CC
19
Callan Capital
California
$4.4M -$27.2K -1,385 -0.6%
UCFA
20
United Capital Financial Advisors
Texas
$3.78M +$693K +35,235 +21%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$3.53M -$70.9K -3,605 -2%
MIH
22
Madison Investment Holdings
Wisconsin
$3.44M +$1.25M +63,610 +53%
MMLI
23
Massachusetts Mutual Life Insurance
Massachusetts
$3.01M +$465K +23,635 +17%
Ameriprise
24
Ameriprise
Minnesota
$3M +$367K +18,635 +13%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.73M -$216K -10,960 -7%