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Invesco FTSE RAFI US 1500 Small-Mid ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
151
Perkins Coie Trust Company
Washington
$41K
Vontobel Holding
152
Vontobel Holding
Switzerland
$36K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$35K -$17.2K -470 -34%
GWM
154
Geneos Wealth Management
Colorado
$34K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$32K -$5.49K -150 -15%
EWM
156
EPG Wealth Management
Georgia
$30K +$30.2K +825 New
CCM
157
Covington Capital Management
California
$24K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$22K -$13.4K -365 -38%
GFPC
159
Global Financial Private Client
Florida
$21.2K
CWM
160
Cedar Wealth Management
California
$21K
JWBC
161
John W. Brooker & Co
California
$21K
HWA
162
HHM Wealth Advisors
Tennessee
$19K
WFA
163
WestHill Financial Advisors
California
$19K +$19.2K +525 New
AF
164
Allworth Financial
California
$18K
RTL
165
Red Tortoise LLC
Georgia
$18K +$22.9K +625 New
BW
166
Bison Wealth
Georgia
$16K
TIM
167
Tortoise Investment Management
New York
$15K
Barclays
168
Barclays
United Kingdom
$11K -$7.87K -215 -41%
SSW
169
Smith Shellnut Wilson
Mississippi
$11K
ARMC
170
American Research & Management Company
Massachusetts
$9K
MFT
171
Moisand Fitzgerald Tamayo
Florida
$9K
BFEC
172
Benjamin F. Edwards & Company
Missouri
$9K +$183 +5 +2%
Citigroup
173
Citigroup
New York
$7K -$54.1K -1,480 -88%
EW
174
Evoke Wealth
California
$7K
PMFA
175
Plante Moran Financial Advisors
Michigan
$7K