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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$360K -$1.28M -62,195 -78%
CFA
77
Carroll Financial Associates
North Carolina
$360K +$68.6K +3,325 +24%
GT
78
Glenmede Trust
Pennsylvania
$354K
UB
79
UMB Bank
Missouri
$347K
VWA
80
V Wealth Advisors
Kansas
$329K +$83K +4,025 +35%
LYV
81
Live Your Vision
Pennsylvania
$316K +$3.4K +165 +1%
AG
82
Advisor Group
Arizona
$293K -$69.5K -3,370 -20%
SPC
83
Sigma Planning Corp
Michigan
$272K +$206 +10 +0.1%
SCA
84
Snowden Capital Advisors
New York
$270K
FHB
85
First Hawaiian Bank
Hawaii
$264K
VFA
86
Voya Financial Advisors
Connecticut
$251K +$7.53K +365 +3%
BJL
87
Brighton Jones LLC
Washington
$248K +$516 +25 +0.2%
Creative Planning
88
Creative Planning
Kansas
$247K +$214K +10,370 +757%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$243K -$18.3K -885 -7%
1GA
90
1st Global Advisors
Texas
$226K
Northern Trust
91
Northern Trust
Illinois
$222K
AIA
92
AIMZ Investment Advisors
California
$211K +$206K +10,000 New
SWP
93
Stratos Wealth Partners
Ohio
$205K +$201K +9,740 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163K +$7.43K +360 +5%
CGL
95
Clarius Group LLC
Washington
$129K
MFS
96
MSI Financial Services
Massachusetts
$114K -$14.6K -710 -12%
MWP
97
MYCIO Wealth Partners
Pennsylvania
$82K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$71K +$20.3K +985 +41%
OSNBOA
99
Old Second National Bank of Aurora
Illinois
$58K
LGWM
100
Litman Gregory Wealth Management
California
$57K