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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
76
Brighton Jones LLC
Washington
$279K +$103K +5,250 +53%
AI
77
Accredited Investors
Minnesota
$266K +$35.2K +1,790 +14%
CNB
78
City National Bank
Delaware
$249K +$268K +13,635 New
VFA
79
Voya Financial Advisors
Connecticut
$241K +$56.4K +2,870 +27%
RFC
80
Regions Financial Corp
Alabama
$233K +$250K +12,720 New
CFA
81
Carroll Financial Associates
North Carolina
$230K +$30K +1,525 +15%
FHB
82
First Hawaiian Bank
Hawaii
$229K
AIA
83
AIMZ Investment Advisors
California
$216K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$213K
Baird Financial Group
85
Baird Financial Group
Wisconsin
$203K +$218K +11,105 New
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$178K -$108K -5,520 -36%
TRCT
87
Tower Research Capital (TRC)
New York
$116K +$92.7K +4,720 +295%
Citigroup
88
Citigroup
New York
$93K +$22.2K +1,130 +28%
PSI
89
Pinnacle Summer Investments
Virginia
$77K -$20.6K -1,050 -20%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K -$25.3K -1,290 -31%
LNB
91
Ledyard National Bank
$52K
OSNBOA
92
Old Second National Bank of Aurora
Illinois
$50K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$33K -$56.2K -2,860 -62%
ASN
94
Advisory Services Network
Georgia
$27K
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$27K
Creative Planning
96
Creative Planning
Kansas
$25K +$26.9K +1,370 New
WTB
97
Washington Trust Bank
Washington
$23K -$33.4K -1,700 -57%
TCM
98
TD Capital Management
Tennessee
$23K -$15.4K -785 -39%
KA
99
Klingman & Associates
New York
$23K
MFS
100
MSI Financial Services
Massachusetts
$23K