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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
WealthPlan Investment Management
Nebraska
$737K -$22.7K -550 -3%
MFG
227
Merit Financial Group
Georgia
$726K -$59.5K -1,439 -7%
CFG
228
Chapman Financial Group
Hawaii
$677K +$693K +16,781 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$659K -$17K -412 -2%
WWM
230
Western Wealth Management
Colorado
$654K +$702 +17 +0.1%
PWM
231
Paulson Wealth Management
Illinois
$653K – – –
WCWM
232
Willow Creek Wealth Management
California
$638K – – –
CAC
233
Certified Advisory Corp
Florida
$632K +$289 +7 +0%
Empower Advisory Group
234
Empower Advisory Group
Colorado
$630K +$20.5K +495 +3%
MG
235
Mather Group
Illinois
$629K +$278K +6,725 +76%
MSFS
236
Main Street Financial Solutions
Pennsylvania
$628K -$120K -2,900 -16%
CIAS
237
Capital Investment Advisory Services
North Carolina
$625K -$283K -6,850 -31%
Brown Advisory
238
Brown Advisory
Maryland
$624K – – –
FFO
239
Fortitude Family Office
Arizona
$617K – – –
QWM
240
Quadcap Wealth Management
Texas
$615K +$630K +15,243 New
PIA
241
Perennial Investment Advisors
California
$613K – – –
EWM
242
Echo Wealth Management
Minnesota
$602K -$83 -2 -0%
PFPT
243
Pinnacle Financial Partners (Tennessee)
Tennessee
$597K – – –
GA
244
GSG Advisors
New Jersey
$594K – – –
WCF
245
West Coast Financial
California
$589K -$91K -2,201 -13%
TCBWMS
246
Texas Capital Bank Wealth Management Services
Texas
$587K – – –
Legacy Financial Group (Iowa)
247
Legacy Financial Group (Iowa)
Iowa
$584K – – –
ACP
248
Aveo Capital Partners
Colorado
$580K +$1.28K +31 +0.2%
FCM
249
Firestone Capital Management
Florida
$575K – – –
IF
250
Intrua Financial
Texas
$566K +$141K +3,421 +32%