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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Empirical Wealth Management
Washington
$721K -$35.4K -858 -5%
TLFA
227
True Link Financial Advisors
California
$713K +$728K +17,640 New
SHFA
228
SC&H Financial Advisors
Maryland
$709K -$105K -2,545 -13%
CB
229
Cadence Bank
Mississippi
$683K -$66.6K -1,614 -9%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$662K +$2.06K +50 +0.3%
WWM
231
Western Wealth Management
Colorado
$655K +$660 +16 +0.1%
PWM
232
Paulson Wealth Management
Illinois
$654K – – –
ACP
233
Aveo Capital Partners
Colorado
$652K +$88.7K +2,151 +15%
MFG
234
Merit Financial Group
Georgia
$646K -$82.5K -2,000 -11%
WCWM
235
Willow Creek Wealth Management
California
$639K – – –
MSFS
236
Main Street Financial Solutions
Pennsylvania
$629K – – –
FAIM
237
Financial Advocates Investment Management
Washington
$625K -$1.45M -35,106 -69%
Brown Advisory
238
Brown Advisory
Maryland
$625K – – –
IA
239
Integrity Alliance
Iowa
$621K +$176K +4,268 +38%
MG
240
Mather Group
Illinois
$619K -$12K -292 -2%
FFO
241
Fortitude Family Office
Arizona
$618K – – –
QWM
242
Quadcap Wealth Management
Texas
$616K – – –
PIA
243
Perennial Investment Advisors
California
$614K – – –
CAC
244
Certified Advisory Corp
Florida
$613K -$20.5K -498 -3%
CIAS
245
Capital Investment Advisory Services
North Carolina
$603K -$24.3K -589 -4%
EWM
246
Echo Wealth Management
Minnesota
$602K -$908 -22 -0.1%
PFPT
247
Pinnacle Financial Partners (Tennessee)
Tennessee
$598K – – –
TCBWMS
248
Texas Capital Bank Wealth Management Services
Texas
$588K – – –
Empower Advisory Group
249
Empower Advisory Group
Colorado
$582K -$50.3K -1,220 -8%
WCF
250
West Coast Financial
California
$580K -$9.86K -239 -2%