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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
226
Willow Creek Wealth Management
California
$600K
PWA
227
Pillar Wealth Advisors
Pennsylvania
$598K
CAC
228
Certified Advisory Corp
Florida
$594K +$328K +8,707 +125%
Empower Advisory Group
229
Empower Advisory Group
Colorado
$589K -$63.7K -1,689 -10%
Brown Advisory
230
Brown Advisory
Maryland
$587K -$22.8K -604 -4%
QWM
231
Quadcap Wealth Management
Texas
$582K +$12.8K +340 +2%
FFO
232
Fortitude Family Office
Arizona
$580K
PIA
233
Perennial Investment Advisors
California
$577K
PFPT
234
Pinnacle Financial Partners (Tennessee)
Tennessee
$561K -$15.1K -400 -3%
GA
235
GSG Advisors
New Jersey
$558K
TCBWMS
236
Texas Capital Bank Wealth Management Services
Texas
$552K
Legacy Financial Group (Iowa)
237
Legacy Financial Group (Iowa)
Iowa
$549K -$20K -531 -4%
ACP
238
Aveo Capital Partners
Colorado
$543K +$1.09K +29 +0.2%
FCM
239
Firestone Capital Management
Florida
$541K
FM
240
Foster & Motley
Ohio
$519K -$20.3K -539 -4%
BSW
241
Buckingham Strategic Wealth
Missouri
$507K
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$495K +$8.86K +235 +2%
LSA
243
Lion Street Advisors
Texas
$493K -$67.5K -1,790 -12%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$492K +$29.8K +790 +7%
CFS
245
CRA Financial Services
New Jersey
$487K
SFP
246
Sandbox Financial Partners
Maryland
$471K +$1.32K +35 +0.3%
ECM
247
Evergreen Capital Management
Washington
$470K
SIA
248
Schechter Investment Advisors
Michigan
$468K +$45.4K +1,203 +11%
CCA
249
Cobblestone Capital Advisors
New York
$467K
RSWA
250
Robinson Smith Wealth Advisors
Maine
$463K