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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
126
C.M. Bidwell & Associates
Hawaii
$97K -$32.7K -1,280 -25%
RIA
127
Realta Investment Advisors
Delaware
$79K +$79.2K +3,100 New
PCG
128
Private Capital Group
Connecticut
$75K +$4.86K +190 +8%
LGWM
129
Litman Gregory Wealth Management
California
$69K – – –
WCM
130
Whitener Capital Management
North Carolina
$59K – – –
SIAS
131
Shine Investment Advisory Services
Colorado
$52K – – –
CWM
132
Cedar Wealth Management
California
$52K +$51.9K +2,030 New
FHA
133
Flagship Harbor Advisors
Massachusetts
$45K -$19.2K -750 -30%
ASN
134
Advisory Services Network
Georgia
$44K – – –
RCAG
135
Rehmann Capital Advisory Group
Michigan
$42.6K – – –
ACA
136
Atlas Capital Advisors
Wyoming
$41.9K +$41.9K +1,640 New
MWP
137
MYCIO Wealth Partners
Pennsylvania
$38K +$37.8K +1,480 New
JP Morgan Chase
138
JP Morgan Chase
New York
$32K – – –
VNA
139
Valley National Advisers
Pennsylvania
$32K – – –
ME
140
McIlrath & Eck
Washington
$31K – – –
AWMS
141
Advocacy Wealth Management Services
Georgia
$30K +$30.3K +1,185 New
PCTC
142
Perkins Coie Trust Company
Washington
$28K – – –
GWM
143
Geneos Wealth Management
Colorado
$23K – – –
AF
144
Advisornet Financial
Minnesota
$22K – – –
HNB
145
Huntington National Bank
Ohio
$22K – – –
MAU
146
MRA Associates USA
Arizona
$18.4K – – –
CCM
147
Covington Capital Management
California
$17K – – –
CAC
148
Certified Advisory Corp
Florida
$13K – – –
MA
149
MUFG Americas
New York
$12K – – –
TIM
150
Tortoise Investment Management
New York
$11K – – –