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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Gladstone Institutional Advisory
Florida
$877K +$46 +1 +0%
AIP
227
Almanack Investment Partners
Pennsylvania
$869K
LPAM
228
Lodestar Private Asset Management
California
$862K -$22.1K -480 -3%
CFG
229
Cooper Financial Group
California
$853K -$130K -2,828 -13%
BPA
230
Beacon Pointe Advisors
California
$847K -$77K -1,673 -8%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$844K +$10.6K +231 +1%
CL
232
Choreo LLC
Illinois
$820K
CFG
233
Chapman Financial Group
Hawaii
$778K -$9.67K -210 -1%
EWM
234
Empirical Wealth Management
Washington
$764K -$21.6K -470 -3%
SAG
235
SageView Advisory Group
California
$740K -$19.6K -426 -3%
Brown Advisory
236
Brown Advisory
Maryland
$739K +$26.8K +581 +4%
WP
237
WealthShield Partners
North Carolina
$736K -$37.5K -815 -5%
HAP
238
Harbor Asset Planning
Massachusetts
$733K +$2.95K +64 +0.4%
AAP
239
Arax Advisory Partners
Colorado
$729K +$715K +15,526 New
EWM
240
Evercore Wealth Management
New York
$726K
DWS
241
Discipline Wealth Solutions
South Carolina
$715K -$40.2K -872 -5%
PIA
242
Perennial Investment Advisors
California
$713K
Legacy Financial Group (Iowa)
243
Legacy Financial Group (Iowa)
Iowa
$706K
QWM
244
Quadcap Wealth Management
Texas
$704K
GA
245
GSG Advisors
New Jersey
$700K +$2.07K +45 +0.3%
OC
246
Oppenheimer & Co
New York
$700K +$169K +3,661 +33%
DTC
247
Davidson Trust Company
Washington
$699K +$79.6K +1,729 +13%
EW
248
Evoke Wealth
California
$678K +$70.2K +1,525 +12%
SHFA
249
SC&H Financial Advisors
Maryland
$676K +$921 +20 +0.1%
FFO
250
Fortitude Family Office
Arizona
$674K -$39.9K -866 -6%