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Invesco FTSE RAFI US 1500 Small-Mid ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 968 | $41,042.75 | $52,615.64 | $11,572.89 | 28.2% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 32,718 | $1.04M | $1.78M | $748,260.66 | 72.19% |
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 10,155 | $392,918.01 | $551,721.15 | $158,803.14 | 40.42% |
| RR rosemary richard WCG Wealth Advisors LLC | 640,455 | $27.86M | $34.8M | $6.93M | 24.88% |
| YA Yinka Akinsola Blue Trust Inc. | 167 | $7,585.14 | $9,072.27 | $1,487.13 | 19.61% |
 Jeff Ameen Spire Wealth Management | 7,410 | $255,648.14 | $402,733.5 | $147,085.36 | 57.53% |
 Daren Blonski Fermata Advisors LLC | 5,697 | $241,603.95 | $309,603.46 | $67,999.51 | 28.15% |
 Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,923 | $218,785.71 | $213,215.05 | -$5,570.66 | -2.55% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,798 | $1.05M | $1.24M | $194,861.67 | 18.63% |
| SE Sima Elimelech Activest Wealth Management | 258 | $11,839.62 | $14,074.42 | $2,234.8 | 18.88% |
 Brian Baylis Bell Investment Advisors Inc. | 33,668 | $1.35M | $1.84M | $485,642.74 | 35.95% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 124 | $5,632.08 | $6,733.89 | $1,101.81 | 19.56% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 5,175 | $194,038.5 | $282,296.25 | $88,257.75 | 45.48% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,874 | $123,010.77 | $211,210.48 | $88,199.71 | 71.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,720 | $222,829.35 | $312,083.2 | $89,253.85 | 40.05% |
| DC Dominic Corabi Wedmont Private Capital | 4,631 | $210,394.07 | $252,597.89 | $42,203.82 | 20.06% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 6,967 | $283,347.89 | $379,840.84 | $96,492.95 | 34.05% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 5,325 | $241,861.5 | $290,319 | $48,457.5 | 20.04% |
 Bill McVay Red Tortoise LLC | 625 | $19,800 | $33,943.75 | $14,143.75 | 71.43% |
| WJ William Jollie Quent Capital LLC | 317 | $14,540.79 | $17,331.97 | $2,791.18 | 19.2% |
