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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Accredited Investors
Minnesota
$295K +$18.9K +1,075 +7%
GLRA
77
Gerald L. Ray & Associates
Texas
$282K -$2.2K -125 -0.8%
LYV
78
Live Your Vision
Pennsylvania
$280K -$17.4K -990 -6%
SPC
79
Sigma Planning Corp
Michigan
$256K +$88 +5 +0%
SCA
80
Snowden Capital Advisors
New York
$240K +$224K +12,720 New
FHB
81
First Hawaiian Bank
Hawaii
$236K
CFA
82
Carroll Financial Associates
North Carolina
$235K +$7.91K +450 +4%
VF
83
Virtu Financial
New York
$230K -$8.44K -480 -4%
AIA
84
AIMZ Investment Advisors
California
$223K
BJL
85
Brighton Jones LLC
Washington
$221K +$527 +30 +0.3%
VFA
86
Voya Financial Advisors
Connecticut
$208K -$231K -13,145 -54%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$207K -$351 -20 -0.2%
PFS
88
Prospera Financial Services
Texas
$205K +$191K +10,850 New
1GA
89
1st Global Advisors
Texas
$203K
Northern Trust
90
Northern Trust
Illinois
$200K -$1.32K -75 -0.7%
GWM
91
Gupta Wealth Management
California
$161K +$9.49K +540 +7%
MFS
92
MSI Financial Services
Massachusetts
$103K -$48.2K -2,740 -33%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81K +$28.3K +1,610 +59%
Citigroup
94
Citigroup
New York
$70K -$3.87K -220 -6%
OSNBOA
95
Old Second National Bank of Aurora
Illinois
$52K
KA
96
Klingman & Associates
New York
$51K +$25.5K +1,450 +114%
LGWM
97
Litman Gregory Wealth Management
California
$51K +$47.4K +2,695 New
IWMPD
98
Integrated Wealth Management (Palm Desert)
California
$49K +$45.3K +2,575 New
LNB
99
Ledyard National Bank
$45K
HNB
100
Huntington National Bank
Ohio
$45K +$38K +2,160 New