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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
301
AssuredPartners Investment Advisors
Florida
$487K +$1.85K +38 +0.4%
CFS
302
CRA Financial Services
New Jersey
$485K – – –
MWM
303
Mission Wealth Management
California
$482K +$18K +370 +4%
PA
304
Parallel Advisors
California
$478K -$5.3K -109 -1%
BI
305
Beckerman Institutional
New Jersey
$477K – – –
T
306
TrueFG
Texas
$476K – – –
SQA
307
Simon Quick Advisors
New Jersey
$469K +$1.75K +36 +0.4%
SWM
308
Spire Wealth Management
Virginia
$459K +$7.68K +158 +2%
MG
309
Mather Group
Illinois
$458K – – –
ACA
310
Aptus Capital Advisors
Alabama
$454K -$15.4K -316 -3%
PL
311
Plancorp LLC
Missouri
$451K – – –
WG
312
Welch Group
Alabama
$445K +$3.01K +62 +0.7%
WAM
313
Weatherly Asset Management
California
$442K – – –
SWA
314
Sightline Wealth Advisors
Connecticut
$440K +$1.75K +36 +0.4%
RC
315
Roundview Capital
New Jersey
$433K – – –
TP
316
Trailhead Planners
Minnesota
$432K -$22.6K -464 -5%
RFP
317
Root Financial Partners
California
$428K – – –
GWS
318
Glassman Wealth Services
Virginia
$423K – – –
BFC
319
Blue Fin Capital
Rhode Island
$422K – – –
FCH
320
Freestone Capital Holdings
Washington
$422K +$124K +2,555 +40%
SFS
321
Summit Financial Strategies
Ohio
$421K -$32.8K -675 -7%
SIC
322
Salem Investment Counselors
North Carolina
$418K – – –
SSC
323
Syverson Strege & Co
Iowa
$418K +$243 +5 +0.1%
FDW
324
Fourth Dimension Wealth
Ohio
$407K +$416K +8,563 +85,630%
WB
325
Webster Bank
Connecticut
$407K +$197K +4,044 +89%
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