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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
$297K +$4.82K +250 +2%
GLRA
77
Gerald L. Ray & Associates
Texas
$283K -$9.64K -500 -3%
AI
78
Accredited Investors
Minnesota
$273K +$579 +30 +0.2%
SWM
79
SVA Wealth Management
Wisconsin
$261K +$268K +13,910 New
SPC
80
Sigma Planning Corp
Michigan
$255K -$56.8K -2,945 -18%
VF
81
Virtu Financial
New York
$237K -$218K -11,315 -47%
FHB
82
First Hawaiian Bank
Hawaii
$235K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$229K +$10.7K +555 +5%
CFA
84
Carroll Financial Associates
North Carolina
$225K
AIA
85
AIMZ Investment Advisors
California
$222K
BJL
86
Brighton Jones LLC
Washington
$220K -$68.2K -3,535 -23%
EFS
87
Essex Financial Services
Connecticut
$217K +$223K +11,545 New
Baird Financial Group
88
Baird Financial Group
Wisconsin
$210K +$1.35K +70 +0.6%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$206K +$24.2K +1,255 +13%
1GA
90
1st Global Advisors
Texas
$202K +$207K +10,735 New
Northern Trust
91
Northern Trust
Illinois
$200K -$313K -16,250 -60%
MFS
92
MSI Financial Services
Massachusetts
$154K +$134K +6,965 +557%
GWM
93
Gupta Wealth Management
California
$150K +$154K +7,975 New
PSI
94
Pinnacle Summer Investments
Virginia
$78K
Citigroup
95
Citigroup
New York
$73K -$23.1K -1,195 -23%
Creative Planning
96
Creative Planning
Kansas
$69K +$44.6K +2,310 +169%
OSNBOA
97
Old Second National Bank of Aurora
Illinois
$52K
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K -$3.28K -170 -6%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$47K +$48.7K +2,525 New
LNB
100
Ledyard National Bank
$45K -$8.2K -425 -15%