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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$679K +$154K +3,918 +31%
WWM
227
Western Wealth Management
Colorado
$658K -$34.5K -881 -5%
PWM
228
Paulson Wealth Management
Illinois
$658K -$104K -2,650 -14%
WCWM
229
Willow Creek Wealth Management
California
$642K
CAC
230
Certified Advisory Corp
Florida
$637K +$274 +7 +0%
Brown Advisory
231
Brown Advisory
Maryland
$628K
D
232
Diversified
Delaware
$625K -$58K -1,479 -9%
DE
233
Diversified Enterprises
Delaware
$625K +$603K +15,387 New
Natixis Advisors
234
Natixis Advisors
Massachusetts
$624K -$18.9K -483 -3%
FFO
235
Fortitude Family Office
Arizona
$621K
PIA
236
Perennial Investment Advisors
California
$618K
Empower Advisory Group
237
Empower Advisory Group
Colorado
$614K -$15.9K -405 -3%
EWM
238
Echo Wealth Management
Minnesota
$606K -$69.6K -1,776 -11%
PFPT
239
Pinnacle Financial Partners (Tennessee)
Tennessee
$601K +$39 +1 +0%
GA
240
GSG Advisors
New Jersey
$596K
TCBWMS
241
Texas Capital Bank Wealth Management Services
Texas
$591K
Legacy Financial Group (Iowa)
242
Legacy Financial Group (Iowa)
Iowa
$588K
ACP
243
Aveo Capital Partners
Colorado
$583K +$1.14K +29 +0.2%
FCM
244
Firestone Capital Management
Florida
$579K
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$568K +$118K +3,000 +27%
SWM
246
Spire Wealth Management
Virginia
$565K -$90.5K -2,309 -14%
FM
247
Foster & Motley
Ohio
$541K -$13.4K -343 -3%
RAG
248
RIA Advisory Group
Iowa
$511K +$493K +12,568 New
CFS
249
CRA Financial Services
New Jersey
$507K -$14.7K -375 -3%
LSA
250
Lion Street Advisors
Texas
$505K -$21.8K -555 -4%