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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
226
Lion Street Advisors
Texas
$578K +$584K +18,425 New
BJL
227
Brighton Jones LLC
Washington
$561K +$2.06K +65 +0.4%
CL
228
Choreo LLC
Illinois
$558K +$564K +17,795 New
GA
229
Geller Advisors
New York
$535K -$48.8K -1,540 -8%
SWM
230
Spire Wealth Management
Virginia
$498K +$381K +12,020 +311%
WWM
231
Western Wealth Management
Colorado
$496K +$317 +10 +0.1%
WCWM
232
Willow Creek Wealth Management
California
$496K – – –
PWA
233
Pillar Wealth Advisors
Pennsylvania
$494K – – –
MCM
234
MAI Capital Management
Ohio
$490K +$20K +630 +4%
WG
235
Welch Group
Alabama
$479K +$1.74K +55 +0.4%
PIA
236
Perennial Investment Advisors
California
$477K – – –
KeyBank National Association
237
KeyBank National Association
Ohio
$474K +$479K +15,130 New
CAM
238
Cresset Asset Management
Illinois
$469K -$100K -3,160 -17%
AWM
239
AE Wealth Management
Kansas
$468K +$112K +3,535 +31%
FM
240
Foster & Motley
Ohio
$464K +$46.1K +1,455 +11%
Empower Advisory Group
241
Empower Advisory Group
Colorado
$462K +$465K +14,660 New
LNC
242
Lincoln National Corp
Pennsylvania
$460K +$2.54K +80 +0.5%
HPC
243
HM Payson & Co
Maine
$453K – – –
LNWWM
244
Laird Norton Wetherby Wealth Management
California
$449K +$47.5K +1,500 +12%
PFPT
245
Pinnacle Financial Partners (Tennessee)
Tennessee
$439K +$13.2K +415 +3%
LFG
246
Larson Financial Group
Missouri
$435K +$438K +13,820 +30,711%
VNA
247
Valley National Advisers
Pennsylvania
$433K – – –
BSW
248
Buckingham Strategic Wealth
Missouri
$417K – – –
FPAS
249
Focus Partners Advisor Solutions
Missouri
$414K +$418K +13,200 New
MCC
250
Money Concepts Capital
Florida
$413K +$9.3M +293,535 +9,032%