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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$275K – – –
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$270K – – –
RWM
278
Ritholtz Wealth Management
New York
$270K – – –
Koshinski Asset Management
279
Koshinski Asset Management
Illinois
$266K – – –
DY
280
Dowling & Yahnke
California
$262K +$19.6K +585 +8%
CCA
281
Clearwater Capital Advisors
Illinois
$259K -$6.69K -200 -3%
BWA
282
Burt Wealth Advisors
Maryland
$259K – – –
LRIA
283
Leonard Rickey Investment Advisors
Washington
$259K +$13.2K +395 +6%
OPS
284
Orion Portfolio Solutions
Nebraska
$256K +$10.4K +310 +4%
CPIG
285
Chicago Partners Investment Group
Illinois
$252K -$414K -12,385 -62%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$249K +$243K +7,260 New
ICG
287
InterOcean Capital Group
Tennessee
$237K -$669 -20 -0.3%
CMP
288
Courage Miller Partners
Virginia
$235K – – –
MAG
289
Mayfair Advisory Group
Alabama
$234K +$3.51K +105 +2%
MMPW
290
Mitchell McLeod Pugh & Williams
Alabama
$224K -$7.02K -210 -3%
Franklin Resources
291
Franklin Resources
California
$221K +$216K +6,450 New
AWP
292
Abacus Wealth Partners
California
$218K – – –
IWC
293
Integrated Wealth Concepts
Massachusetts
$214K -$10.7K -320 -5%
IA
294
IFG Advisory
Georgia
$214K +$209K +6,255 New
BDF
295
Balasa Dinverno & Foltz
$213K +$207K +6,190 New
FWP
296
FAS Wealth Partners
Kansas
$209K – – –
LWP
297
Laurel Wealth Planning
Minnesota
$208K -$39.8K -1,190 -16%
AFG
298
Allegheny Financial Group
Pennsylvania
$208K +$202K +6,045 New
TCOT
299
Trust Company of Toledo
Ohio
$206K +$201K +6,000 New
BRWA
300
B. Riley Wealth Advisors
Florida
$204K +$198K +5,920 New