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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Regal Investment Advisors
Michigan
$125K – – –
PSI
127
Pinnacle Summer Investments
Virginia
$123K – – –
BOK
128
Bank of Kentucky
Kentucky
$113K +$110K +6,375 New
BBHC
129
Brown Brothers Harriman & Co
New York
$106K – – –
BWFA
130
Baltimore-Washington Financial Advisors
Maryland
$97K – – –
WA
131
Waverly Advisors
Alabama
$86K – – –
Citigroup
132
Citigroup
New York
$85K – – –
LGWM
133
Litman Gregory Wealth Management
California
$39K – – –
LWM
134
LBA Wealth Management
Florida
$24K – – –
RFA
135
Reilly Financial Advisors
California
$22K – – –
FWM
136
Focused Wealth Management
New York
$20K – – –
FANJ
137
Financial Architects (New Jersey)
New Jersey
$18K +$17.2K +1,000 New
VIA
138
Vantage Investment Advisors
Pennsylvania
$15K – – –
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$11K +$10.3K +600 New
WTB
140
Washington Trust Bank
Washington
$7K – – –
HCC
141
Hirtle Callaghan & Co
Pennsylvania
– -$2.96M -175,000 Closed
DS
142
DRW Securities
Illinois
– -$2.91M -172,065 Closed
PP
143
Patten & Patten
Tennessee
– -$1.2M -70,660 Closed
Citadel Advisors
144
Citadel Advisors
Florida
– -$485K -28,660 Closed
WS
145
Wedbush Securities
California
– -$233K -13,750 Closed
UCFA
146
United Capital Financial Advisors
Texas
– -$209K -12,345 Closed
BIT
147
BlackRock Institutional Trust
California
– -$23K -1,360 Closed
CFS
148
Community Financial System
New York
– -$21K -1,230 Closed