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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
101
Institute for Wealth Management
Colorado
$1.3M -$20.2K -870 -1%
FAIM
102
Financial Advocates Investment Management
Washington
$1.25M +$87.3K +3,760 +6%
GIA
103
Gladstone Institutional Advisory
Florida
$1.19M -$173K -7,455 -10%
PWM
104
Perigon Wealth Management
California
$1.17M -$135K -5,805 -9%
FPCP
105
Fort Point Capital Partners
California
$1.17M -$917K -39,500 -39%
TSS
106
Two Sigma Securities
New York
$1.16M +$1.45M +62,645 New
MFS
107
McNamara Financial Services
Massachusetts
$1.13M +$24.1K +1,040 +2%
RPG
108
Resource Planning Group
Georgia
$1.13M -$907K -39,070 -39%
GC
109
Gratus Capital
Georgia
$1.1M -$635K -27,370 -32%
MA
110
Montag & Associates
Georgia
$1.04M -$75.5K -3,250 -5%
GEA
111
Glen Eagle Advisors
New Jersey
$980K +$215K +9,260 +21%
BCI
112
Brinker Capital Investments
Pennsylvania
$961K -$215K -9,245 -15%
ACG
113
Allen Capital Group
Nebraska
$914K +$89.2K +3,840 +8%
CA
114
Clearstead Advisors
Ohio
$903K
JP Morgan Chase
115
JP Morgan Chase
New York
$885K +$1.09M +47,150 +6,287%
Lido Advisors
116
Lido Advisors
California
$847K -$261K -11,235 -20%
SWM
117
Shakespeare Wealth Management
Wisconsin
$843K -$813 -35 -0.1%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$840K
PWP
119
Principle Wealth Partners
Connecticut
$812K -$1.32M -56,970 -56%
CCM
120
Colorado Capital Management
Colorado
$789K -$66.6K -2,870 -6%
RWM
121
Reston Wealth Management
Virginia
$783K -$18.3M -786,165 -95%
RFC
122
Regions Financial Corp
Alabama
$742K -$90K -3,875 -9%
BWA
123
Burt Wealth Advisors
Maryland
$728K +$915K +39,390 New
PMFA
124
Plante Moran Financial Advisors
Michigan
$726K -$442K -19,055 -33%
CWM
125
Cornerstone Wealth Management
Missouri
$716K +$494K +21,265 +122%