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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Evercore Wealth Management
New York
$439K
B
102
Baird
Wisconsin
$424K +$93.8K +5,700 +29%
HCA
103
Harbour Capital Advisors
Virginia
$423K
SWM
104
SVA Wealth Management
Wisconsin
$380K
MAM
105
Marquette Asset Management
Minnesota
$334K
FAM
106
Foothills Asset Management
Arizona
$315K +$42.4K +2,575 +16%
GLRA
107
Gerald L. Ray & Associates
Texas
$281K +$273K +16,600 New
RFC
108
Regions Financial Corp
Alabama
$277K -$329K -20,000 -55%
EWA
109
EP Wealth Advisors
California
$256K +$248K +15,100 New
WS
110
Wedbush Securities
California
$233K
ST
111
Smithfield Trust
Pennsylvania
$229K
TT
112
Tower Trust
Indiana
$219K +$213K +12,950 New
WPP
113
Whalerock Point Partners
Rhode Island
$211K
UCFA
114
United Capital Financial Advisors
Texas
$209K +$203K +12,345 New
ICOA
115
Investment Centers of America
North Dakota
$206K
Barclays
116
Barclays
United Kingdom
$146K +$144K +8,750 New
Creative Planning
117
Creative Planning
Kansas
$134K -$54K -3,280 -29%
RIA
118
Regal Investment Advisors
Michigan
$119K +$82 +5 +0.1%
PSI
119
Pinnacle Summer Investments
Virginia
$118K
BBHC
120
Brown Brothers Harriman & Co
New York
$102K +$98.7K +6,000 New
BWFA
121
Baltimore-Washington Financial Advisors
Maryland
$93K
WA
122
Waverly Advisors
Alabama
$82K -$12.7K -770 -14%
Citigroup
123
Citigroup
New York
$81K +$14.6K +890 +23%
LGWM
124
Litman Gregory Wealth Management
California
$37K
LWM
125
LBA Wealth Management
Florida
$23K