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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$10.5M -$240K -7,281 -2%
SPIA
52
Steward Partners Investment Advisory
New York
$10.4M +$717K +21,736 +7%
BEAM
53
Baker Ellis Asset Management
Washington
$10.3M -$3.3K -100 -0%
RA
54
Rodgers & Associates
Pennsylvania
$10.1M -$243K -7,367 -2%
BCG
55
Breakwater Capital Group
New Jersey
$10M +$1.4M +42,341 +15%
PFO
56
Pathstone Family Office
New Jersey
$9.74M -$77.2K -2,340 -0.8%
CFGF
57
Compass Financial Group (Florida)
Florida
$9.7M +$42.7K +1,295 +0.4%
OPCM
58
Osborne Partners Capital Management
California
$9.68M -$370K -11,199 -4%
CHAM
59
Clear Harbor Asset Management
Connecticut
$9.52M -$71.7K -2,174 -0.7%
JP Morgan Chase
60
JP Morgan Chase
New York
$9.38M +$2.79M +84,416 +40%
Corient Private Wealth
61
Corient Private Wealth
Florida
$9.26M +$1.63M +49,281 +21%
WIA
62
World Investment Advisors
California
$8.49M +$92.7K +2,808 +1%
MHWM
63
Montz Harcus Wealth Management
Louisiana
$7.82M +$255K +7,719 +3%
NRI
64
NFP Retirement Inc
California
$7.75M +$494K +14,957 +7%
CW
65
Connectus Wealth
Ohio
$7.28M +$7.55M +228,735 New
PO
66
Private Ocean
California
$7.24M -$130K -3,928 -2%
AFA
67
Arlington Financial Advisors
California
$7.24M -$1.49M -45,090 -17%
CS
68
Comerica Securities
Michigan
$7.2M -$240K -7,262 -3%
AAS
69
Avantax Advisory Services
Texas
$7.01M +$339K +10,264 +5%
MML Investors Services
70
MML Investors Services
Massachusetts
$6.73M -$584K -17,701 -8%
JAG
71
Journey Advisory Group
Kentucky
$6.42M +$751K +22,746 +13%
Mariner
72
Mariner
Kansas
$6.38M +$245K +7,429 +4%
RCA
73
Resonant Capital Advisors
Wisconsin
$6.06M -$1.65K -50 -0%
WA1
74
Wimmer Associates 1
California
$5.93M +$161K +4,891 +3%
CCMI
75
Creative Capital Management Investments
California
$5.85M -$10.3K -313 -0.2%