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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$156K -$10.1K -500 -6%
GWA
77
Genesis Wealth Advisors
Massachusetts
$143K
KA
78
Klingman & Associates
New York
$141K -$15.2K -750 -10%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K +$101 +5 +0.1%
PSI
80
Pinnacle Summer Investments
Virginia
$86K
IP
81
Investment Partners
Ohio
$64K +$61.9K +3,060 New
WTB
82
Washington Trust Bank
Washington
$62K -$61.2K -3,025 -50%
Citigroup
83
Citigroup
New York
$61K +$7.08K +350 +13%
LNB
84
Ledyard National Bank
$59K -$1.06M -52,435 -95%
OSNBOA
85
Old Second National Bank of Aurora
Illinois
$57K
BBHC
86
Brown Brothers Harriman & Co
New York
$55K
HNB
87
Huntington National Bank
Ohio
$45K
ASN
88
Advisory Services Network
Georgia
$32K
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$31K
Creative Planning
90
Creative Planning
Kansas
$28K
MFS
91
MSI Financial Services
Massachusetts
$26K -$179K -8,830 -88%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$25K +$24.8K +1,225 New
DADC
93
D.A. Davidson & Co
Montana
$14K +$10.3K +510 +243%
FWM
94
Focused Wealth Management
New York
$8K
BCMIO
95
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1.31K +65 New
Citadel Advisors
96
Citadel Advisors
Florida
-$1.48M -73,315 Closed
CA
97
Cetera Advisors
Colorado
-$311K -15,485 Closed
EFS
98
Essex Financial Services
Connecticut
-$206K -10,235 Closed
RC
99
RegentAtlantic Capital
New Jersey
-$39.3K -1,950 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
-$25K -1,250 Closed