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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Congress Wealth Management
Massachusetts
$472K +$446K +11,154 New
DTC
277
Davidson Trust Company
Washington
$470K +$171K +4,282 +63%
CA
278
CoreCap Advisors
Michigan
$467K
LWM
279
LJI Wealth Management
Indiana
$465K
1WM
280
1900 Wealth Management
Texas
$461K +$2.36K +59 +0.5%
CWM
281
Connecticut Wealth Management
Connecticut
$459K
LNWWM
282
Laird Norton Wetherby Wealth Management
California
$458K +$433K +10,830 New
MFA
283
Morling Financial Advisors
California
$457K
RAG
284
RIA Advisory Group
Iowa
$457K -$22.8K -570 -5%
CFP
285
Catalyst Financial Partners
Massachusetts
$452K -$390K -9,771 -48%
IA
286
Integrity Alliance
Iowa
$442K -$196K -4,898 -32%
SFP
287
Sandbox Financial Partners
Maryland
$438K +$919 +23 +0.2%
OC
288
Oppenheimer & Co
New York
$436K +$67.7K +1,695 +20%
PWA
289
Principia Wealth Advisory
Texas
$432K
CFS
290
CRA Financial Services
New Jersey
$432K -$90.3K -2,259 -18%
MWM
291
Maridea Wealth Management
New York
$426K +$402K +10,074 New
BI
292
Beckerman Institutional
New Jersey
$424K
CPIG
293
Chicago Partners Investment Group
Illinois
$424K +$120 +3 +0%
AIA
294
AssuredPartners Investment Advisors
Florida
$423K +$1.6K +40 +0.4%
BlackRock
295
BlackRock
New York
$417K +$79.5K +1,990 +25%
SQA
296
Simon Quick Advisors
New Jersey
$413K +$1.52K +38 +0.4%
IAN
297
Integrated Advisors Network
Texas
$412K +$389K +9,737 New
SFS
298
Summit Financial Strategies
Ohio
$403K
SWM
299
Spire Wealth Management
Virginia
$401K -$122K -3,061 -24%
MWM
300
Mission Wealth Management
California
$396K +$89.5K +2,239 +31%