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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
76
M&T Bank
New York
$244K -$10.7K -510 -4%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$241K
1GA
78
1st Global Advisors
Texas
$223K -$10.4K -495 -4%
CFA
79
Carroll Financial Associates
North Carolina
$218K +$63K +3,000 +40%
VFA
80
Voya Financial Advisors
Connecticut
$217K -$236K -11,250 -52%
EFS
81
Essex Financial Services
Connecticut
$209K +$211K +10,065 New
BJL
82
Brighton Jones LLC
Washington
$207K +$210K +9,980 New
RCM
83
RNC Capital Management
California
$201K
GWA
84
Genesis Wealth Advisors
Massachusetts
$141K -$1.68K -80 -1%
PSI
85
Pinnacle Summer Investments
Virginia
$108K +$22.1K +1,050 +25%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$96K +$72K +3,425 +280%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K +$210 +10 +0.2%
Citigroup
88
Citigroup
New York
$82K +$21.1K +1,005 +34%
WTB
89
Washington Trust Bank
Washington
$62K
LNB
90
Ledyard National Bank
$59K
OSNBOA
91
Old Second National Bank of Aurora
Illinois
$57K
TCM
92
TD Capital Management
Tennessee
$42K +$42.8K +2,035 New
TRCT
93
Tower Research Capital (TRC)
New York
$33K +$33.6K +1,600 New
ASN
94
Advisory Services Network
Georgia
$31K
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$31K
KA
96
Klingman & Associates
New York
$26K -$116K -5,500 -81%
MFS
97
MSI Financial Services
Massachusetts
$26K
DADC
98
D.A. Davidson & Co
Montana
$14K
MAA
99
Managed Account Advisors
New Jersey
$13K +$12.9K +615 New
FWM
100
Focused Wealth Management
New York
$8K