We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$48.1M +$3.17M +60,805 +7%
GWAG
27
Garrett Wealth Advisory Group
Texas
$43.5M +$478K +9,187 +1%
UBS Group
28
UBS Group
Switzerland
$42.2M -$309K -5,940 -0.8%
AC
29
AlphaCore Capital
California
$41.5M -$2.15M -41,322 -5%
GC
30
Grimes & Company
Massachusetts
$40.3M -$816K -15,675 -2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$39.2M -$1.74M -33,432 -4%
Osaic Holdings
32
Osaic Holdings
Arizona
$38.6M +$2.99M +57,522 +9%
PCM
33
Penserra Capital Management
California
$38.6M +$8.99M +172,715 +32%
EH
34
Equitable Holdings
New York
$36.1M +$618K +11,866 +2%
PFG
35
Pinnacle Financial Group
Illinois
$35.9M -$167K -3,201 -0.5%
RIL
36
Rothschild Investment LLC
Illinois
$35.5M +$701K +13,466 +2%
WWA
37
WCG Wealth Advisors
Nevada
$33.6M +$28.4M +546,048 +719%
KA
38
Klingman & Associates
New York
$33.2M -$208K -3,986 -0.6%
HighTower Advisors
39
HighTower Advisors
Illinois
$32.7M +$973K +18,695 +3%
CCM
40
Charter Capital Management
Wisconsin
$32.7M +$486K +9,327 +2%
JP Morgan Chase
41
JP Morgan Chase
New York
$32.5M -$1.16M -22,347 -4%
CST
42
Charles Schwab Trust
Nevada
$31.2M -$3.12M -59,993 -9%
SI
43
Saxon Interests
Texas
$31.1M +$3.73M +71,733 +14%
BWA
44
Boulder Wealth Advisors
Colorado
$30.5M +$776K +14,904 +3%
Truist Financial
45
Truist Financial
North Carolina
$29.7M -$219K -4,213 -0.8%
HWA
46
Heritage Wealth Architects
Minnesota
$29.2M +$908K +17,434 +3%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$28.4M -$303K -5,822 -1%
AQR Capital Management
48
AQR Capital Management
Connecticut
$28.4M +$6.29M +120,764 +30%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$28M -$801K -15,391 -3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$28M +$1.12M +21,494 +4%