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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
Activest Wealth Management
Florida
$56.5K +$208 +4 +0.4%
CTC
527
Cetera Trust Company
Minnesota
$54K – – –
SIM
528
Synergy Investment Management
Florida
$53.5K – – –
TAM
529
Townsend Asset Management
North Carolina
$51.9K – – –
OCM
530
Osbon Capital Management
Massachusetts
$51.1K – – –
GI
531
GAMMA Investing
California
$49.8K +$48K +922 New
APW
532
Allied Private Wealth
Florida
$49.1K +$47.4K +910 New
GWM
533
Geneos Wealth Management
Colorado
$46.5K +$4.37K +84 +11%
SAM
534
Smartleaf Asset Management
Massachusetts
$45.4K – – –
NWMP
535
Noble Wealth Management PBC
Colorado
$42.1K -$11.5K -220 -22%
S
536
SignatureFD
Georgia
$41.6K – – –
BIAS
537
Beacon Investment Advisory Services
New Jersey
$41.1K – – –
TWIM
538
TIAA Wealth Investment Management
New York
$40.8K +$39.3K +755 New
SWP
539
Strategic Wealth Partners
Ohio
$40.4K -$5.21K -100 -12%
BWS
540
Buck Wealth Strategies
Colorado
$39.8K +$38.3K +736 New
LWM
541
Lodestone Wealth Management
Washington
$39.2K – – –
VR
542
Vision Retirement
New Jersey
$38.9K – – –
ATPW
543
Ashton Thomas Private Wealth
Arizona
$36.5K – – –
LC
544
Luminist Capital
Michigan
$35.1K +$33.8K +650 New
MWM
545
Mosley Wealth Management
California
$31.7K +$30.5K +586 New
ADL
546
Asset Dedication LLC
California
$30.7K +$29.6K +568 New
VCM
547
Versant Capital Management
Arizona
$30.7K +$29.6K +568 New
CMBA
548
C.M. Bidwell & Associates
Hawaii
$29.4K – – –
MWM
549
Mascoma Wealth Management
New Hampshire
$28.9K +$104 +2 +0.4%
CA
550
Continuum Advisory
Idaho
$28.5K +$27.5K +528 New
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