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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
451
Tradition Wealth Management
Minnesota
$224K +$216K +4,140 New
PCFFS
452
Pacific Center for Financial Services
California
$223K +$52 +1 +0%
WJWM
453
Williams Jones Wealth Management
New York
$222K +$214K +4,115 New
AA
454
Advisory Alpha
Michigan
$222K +$214K +4,111 New
SB
455
Strategic Blueprint
Georgia
$219K +$211K +4,050 New
FLPIM
456
F.L. Putnam Investment Management
Massachusetts
$219K +$211K +4,044 New
MIA
457
Milestone Investment Advisors
Wisconsin
$216K – – –
MAG
458
Mayfair Advisory Group
Alabama
$215K +$206K +3,960 New
QWP
459
Quotient Wealth Partners
Texas
$215K +$207K +3,985 New
TFP
460
Traction Financial Partners
Wyoming
$215K -$144K -2,775 -41%
Vanguard Advisers Inc
461
Vanguard Advisers Inc
Pennsylvania
$215K +$16.2K +312 +9%
Betterment LLC
462
Betterment LLC
New York
$215K +$207K +3,977 New
VA
463
Vident Advisory
Georgia
$215K +$207K +3,975 New
OPA
464
Old Port Advisors
Maine
$212K +$205K +3,930 New
KWA
465
Kingswood Wealth Advisors
California
$212K +$204K +3,926 New
BAM
466
Belpointe Asset Management
Nevada
$209K +$201K +3,860 New
FCA
467
Fortis Capital Advisors
Kansas
$209K +$201K +3,860 New
SWASL
468
Spartan Wealth Advisory Services LLC
Michigan
$205K +$198K +3,800 New
TWM
469
Thrive Wealth Management
Pennsylvania
$203K +$195K +3,750 New
SIM
470
Sims Investment Management
Ohio
$203K +$209K +4,013 New
MPW
471
MASECO Private Wealth
$200K +$193K +3,700 New
SIC
472
SJS Investment Consulting
Ohio
$191K -$3.9K -75 -2%
LC
473
Lavaca Capital
Texas
$191K +$625 +12 +0.3%
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K – – –
DJSG
475
D.J. St. Germain
Massachusetts
$188K – – –