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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
226
SageView Advisory Group
California
$722K -$71.6K -1,736 -9%
EWM
227
Empirical Wealth Management
Washington
$721K -$35.4K -858 -5%
TLFA
228
True Link Financial Advisors
California
$713K +$728K +17,640 New
SHFA
229
SC&H Financial Advisors
Maryland
$709K -$105K -2,545 -13%
CB
230
Cadence Bank
Mississippi
$683K -$66.6K -1,614 -9%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$662K +$2.06K +50 +0.3%
WWM
232
Western Wealth Management
Colorado
$655K +$660 +16 +0.1%
PWM
233
Paulson Wealth Management
Illinois
$654K
ACP
234
Aveo Capital Partners
Colorado
$652K +$88.7K +2,151 +15%
MFG
235
Merit Financial Group
Georgia
$646K -$82.5K -2,000 -11%
WCWM
236
Willow Creek Wealth Management
California
$639K
MSFS
237
Main Street Financial Solutions
Pennsylvania
$629K
FAIM
238
Financial Advocates Investment Management
Washington
$625K -$1.45M -35,106 -69%
Brown Advisory
239
Brown Advisory
Maryland
$625K
IA
240
Integrity Alliance
Iowa
$621K +$176K +4,268 +38%
MG
241
Mather Group
Illinois
$619K -$12K -292 -2%
FFO
242
Fortitude Family Office
Arizona
$618K
QWM
243
Quadcap Wealth Management
Texas
$616K
PIA
244
Perennial Investment Advisors
California
$614K
CAC
245
Certified Advisory Corp
Florida
$613K -$20.5K -498 -3%
CIAS
246
Capital Investment Advisory Services
North Carolina
$603K -$24.3K -589 -4%
EWM
247
Echo Wealth Management
Minnesota
$602K -$908 -22 -0.1%
PFPT
248
Pinnacle Financial Partners (Tennessee)
Tennessee
$598K
TCBWMS
249
Texas Capital Bank Wealth Management Services
Texas
$588K
Empower Advisory Group
250
Empower Advisory Group
Colorado
$582K -$50.3K -1,220 -8%