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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
251
Wealthspire Advisors (New York)
New York
$412K +$27.7K +875 +7%
1WM
252
1900 Wealth Management
Texas
$409K – – –
CFS
253
CRA Financial Services
New Jersey
$404K – – –
AT
254
American Trust
Kentucky
$402K +$323K +10,180 +68%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$402K – – –
TWP
256
Transparent Wealth Partners
Arkansas
$399K – – –
SC
257
Savant Capital
Illinois
$399K +$28K +885 +7%
IAS
258
Insigneo Advisory Services
Florida
$394K – – –
CFB
259
Cullen/Frost Bankers
Texas
$392K – – –
CCA
260
Cobblestone Capital Advisors
New York
$386K – – –
BB
261
Busey Bank
Illinois
$378K – – –
RPGK
262
Retirement Planning Group (Kansas)
Kansas
$372K +$376K +11,865 New
WAM
263
Weatherly Asset Management
California
$363K – – –
Citigroup
264
Citigroup
New York
$362K +$366K +11,535 +46,140%
SFP
265
Sandbox Financial Partners
Maryland
$358K +$53.9K +1,700 +17%
MWM
266
Madison Wealth Management
Ohio
$346K -$31.7K -1,000 -8%
LWM
267
LJI Wealth Management
Indiana
$345K – – –
SSC
268
Syverson Strege & Co
Iowa
$342K +$634 +20 +0.2%
CWM
269
Connecticut Wealth Management
Connecticut
$341K +$344K +10,865 New
VFA
270
Valeo Financial Advisors
Indiana
$337K – – –
Bank of New York Mellon
271
Bank of New York Mellon
New York
$335K – – –
PTC
272
Private Trust Company
Ohio
$333K -$50.5K -1,595 -13%
CA
273
Continuum Advisory
Idaho
$329K -$64.7K -2,040 -16%
NA
274
NewEdge Advisors
Louisiana
$326K -$52.6K -1,660 -14%
BFC
275
Blue Fin Capital
Rhode Island
$325K -$70.2K -2,215 -17%