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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
Weatherly Asset Management
California
$343K -$6.58K -205 -2%
VNA
252
Valley National Advisers
Pennsylvania
$341K +$1.28K +40 +0.4%
BWA
253
Burt Wealth Advisors
Maryland
$334K +$120K +3,730 +50%
CCM
254
Carlson Capital Management
Minnesota
$333K – – –
B
255
Bridgeworth
Alabama
$325K – – –
SC
256
Savant Capital
Illinois
$324K -$63.8K -1,985 -15%
NEGWA
257
New England Guild Wealth Advisors
Connecticut
$322K – – –
WWM
258
Western Wealth Management
Colorado
$315K +$101K +3,135 +42%
DTC
259
Davidson Trust Company
Washington
$314K +$161 +5 +0%
LNC
260
Lincoln National Corp
Pennsylvania
$311K -$24.7K -770 -7%
UCFA
261
United Capital Financial Advisors
Texas
$305K -$4.66K -145 -1%
OPA
262
Old Port Advisors
Maine
$299K +$322K +10,030 New
RC
263
Roundview Capital
New Jersey
$297K – – –
CG
264
Colony Group
Massachusetts
$294K +$161 +5 +0.1%
CWM
265
Collaborative Wealth Management
Florida
$294K +$318K +9,910 New
VFA
266
Valeo Financial Advisors
Indiana
$291K -$6.1K -190 -2%
SQA
267
Simon Quick Advisors
New Jersey
$291K +$2.57K +80 +0.9%
SW
268
SVB Wealth
Massachusetts
$288K – – –
IWM
269
IHT Wealth Management
Illinois
$288K +$49.5K +1,540 +19%
SFP
270
Sandbox Financial Partners
Maryland
$286K -$22.6K -705 -7%
HNB
271
Huntington National Bank
Ohio
$275K – – –
SFS
272
Summit Financial Strategies
Ohio
$274K – – –
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$271K +$44.3K +1,380 +18%
PW
274
Peninsula Wealth
California
$267K – – –
FNT
275
First Nebraska Trust
Nebraska
$265K – – –