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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
226
1900 Wealth Management
Texas
$348K – – –
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$348K – – –
LNC
228
Lincoln National Corp
Pennsylvania
$341K +$1.11K +35 +0.3%
RC
229
Roundview Capital
New Jersey
$337K -$1.43K -45 -0.4%
SW
230
SVB Wealth
Massachusetts
$334K +$4.14K +130 +1%
NA
231
NewEdge Advisors
Louisiana
$320K +$1.11K +35 +0.4%
CG
232
Colony Group
Massachusetts
$318K – – –
UCFA
233
United Capital Financial Advisors
Texas
$316K -$21.8K -685 -6%
GWS
234
Glassman Wealth Services
Virginia
$312K -$33K -1,035 -10%
FM
235
Foster & Motley
Ohio
$311K -$23.7K -745 -7%
MSAM
236
Moloney Securities Asset Management
Missouri
$297K +$478 +15 +0.2%
SFS
237
Summit Financial Strategies
Ohio
$296K – – –
AWA
238
Arete Wealth Advisors
Illinois
$294K -$29.6K -930 -9%
SC
239
Scotia Capital
Ontario, Canada
$291K +$26.1K +820 +10%
SQA
240
Simon Quick Advisors
New Jersey
$290K +$1.27K +40 +0.4%
TWM
241
Tradition Wealth Management
Minnesota
$288K – – –
FNT
242
First Nebraska Trust
Nebraska
$286K – – –
MWM
243
Modera Wealth Management
New Jersey
$280K – – –
CCA
244
Clearwater Capital Advisors
Illinois
$273K – – –
NG
245
NWK Group
California
$273K – – –
SWA
246
Sightline Wealth Advisors
Connecticut
$271K +$1.27K +40 +0.5%
SC
247
Steph & Co
Wisconsin
$269K +$796 +25 +0.3%
BWA
248
Burt Wealth Advisors
Maryland
$262K – – –
AWM
249
Aprio Wealth Management
Georgia
$261K +$260K +8,155 New
ACP
250
Aveo Capital Partners
Colorado
$259K – – –
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