We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
251
SVB Wealth
Massachusetts
$357K – – –
SFP
252
Sandbox Financial Partners
Maryland
$354K +$1.5K +45 +0.4%
RC
253
Roundview Capital
New Jersey
$344K -$16.7K -500 -5%
CG
254
Colony Group
Massachusetts
$341K +$167 +5 +0.1%
UCFA
255
United Capital Financial Advisors
Texas
$340K +$1.5K +45 +0.5%
MSAM
256
Moloney Securities Asset Management
Missouri
$319K +$836 +25 +0.3%
SFS
257
Summit Financial Strategies
Ohio
$317K – – –
SQA
258
Simon Quick Advisors
New Jersey
$314K +$1.34K +40 +0.4%
PW
259
Peninsula Wealth
California
$309K +$301K +9,000 New
TWM
260
Tradition Wealth Management
Minnesota
$308K – – –
FNT
261
First Nebraska Trust
Nebraska
$307K – – –
GWS
262
Glassman Wealth Services
Virginia
$302K -$31.4K -940 -10%
HNB
263
Huntington National Bank
Ohio
$300K – – –
SWA
264
Sightline Wealth Advisors
Connecticut
$294K +$1.34K +40 +0.5%
NG
265
NWK Group
California
$292K – – –
SC
266
Steph & Co
Wisconsin
$289K +$1.84K +55 +0.7%
AWA
267
Arete Wealth Advisors
Illinois
$286K -$7.52K -225 -3%
MA
268
MBA Advisors
Pennsylvania
$281K – – –
IWM
269
IHT Wealth Management
Illinois
$280K -$19.6K -585 -7%
AWM
270
Aprio Wealth Management
Georgia
$280K – – –
EWM
271
Empirical Wealth Management
Washington
$280K +$272K +8,145 New
ACP
272
Aveo Capital Partners
Colorado
$279K +$2.01K +60 +0.7%
SFG
273
Sovereign Financial Group
Connecticut
$277K +$39.3K +1,175 +17%
F4L
274
Fortune 45 LLC
Louisiana
$277K +$270K +8,065 New
VFA
275
Valeo Financial Advisors
Indiana
$275K – – –
9 10
11
12 13