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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
251
Sandbox Financial Partners
Maryland
$505K +$1.37K +35 +0.3%
ECM
252
Evergreen Capital Management
Washington
$503K – – –
SIA
253
Schechter Investment Advisors
Michigan
$501K – – –
CCA
254
Cobblestone Capital Advisors
New York
$500K – – –
EWM
255
Elevatus Welath Management
New York
$497K +$480K +12,235 New
RSWA
256
Robinson Smith Wealth Advisors
Maine
$495K – – –
BB
257
Busey Bank
Illinois
$490K – – –
CA
258
Clearstead Advisors
Ohio
$487K +$39 +1 +0%
SHF
259
Stage Harbor Financial
Massachusetts
$484K – – –
T
260
TrueFG
Texas
$484K – – –
VNA
261
Valley National Advisers
Pennsylvania
$459K – – –
CWS
262
Confluence Wealth Services
Pennsylvania
$459K -$549 -14 -0.1%
FTDI
263
First Trust Direct Indexing
Massachusetts
$450K – – –
LWM
264
LJI Wealth Management
Indiana
$447K – – –
CCG
265
Cypress Capital Group
Florida
$447K +$431K +11,000 New
WAM
266
Weatherly Asset Management
California
$444K – – –
CWM
267
Connecticut Wealth Management
Connecticut
$441K – – –
RJT
268
Raymond James Trust
Florida
$440K – – –
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$440K – – –
MFA
270
Morling Financial Advisors
California
$440K – – –
SC
271
Scotia Capital
Ontario, Canada
$437K +$6.71K +171 +2%
CFP
272
Catalyst Financial Partners
Massachusetts
$434K -$24.7K -629 -6%
IF
273
Intrua Financial
Texas
$432K +$145K +3,696 +53%
KPWS
274
Kestra Private Wealth Services
Texas
$430K +$42.6K +1,087 +11%
DDPIC
275
Deroy & Devereaux Private Investment Counsel
Michigan
$427K +$412K +10,502 New
9 10
11
12 13