We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$4.4M -$147K -3,562 -3%
PWP
102
Precedent Wealth Partners
Texas
$4.2M -$238K -5,749 -5%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$4.18M +$871K +21,089 +26%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$4.15M +$10K +242 +0.2%
IAA
105
Independent Advisor Alliance
North Carolina
$3.94M +$4.04M +97,720 New
CMS
106
Capital Market Strategies
Florida
$3.74M -$29.1K -703 -0.8%
LPT
107
Legacy Private Trust
Wisconsin
$3.71M -$135K -3,255 -3%
CTC
108
Central Trust Company
Missouri
$3.57M -$154K -3,731 -4%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$3.49M -$41 -1 -0%
RFA
110
Rollins Financial Advisors
New York
$3.48M +$54.9K +1,328 +2%
UWS
111
Unique Wealth Strategies
Illinois
$3.41M -$51.3K -1,241 -1%
HHRDM
112
H&H Retirement Design & Management
Nevada
$3.38M -$57.2K -1,385 -2%
YWM
113
Yoder Wealth Management
California
$3.37M
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.35M +$163K +3,952 +5%
Northern Trust
115
Northern Trust
Illinois
$3.34M +$102K +2,475 +3%
KW
116
KWB Wealth
California
$3.31M -$503K -12,163 -13%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$3.24M -$82.6K -2,000 -2%
SIC
118
Sigma Investment Counselors
Michigan
$3.18M -$4.42K -107 -0.1%
FA
119
FDx Advisors
Illinois
$2.84M -$198K -4,797 -6%
SFS
120
Security Financial Services
Indiana
$2.84M -$56.8K -1,374 -2%
SPC
121
Sigma Planning Corp
Michigan
$2.78M -$21K -507 -0.7%
MGIA
122
Moneta Group Investment Advisors
Missouri
$2.68M +$37.9K +918 +1%
TBWA
123
Three Bridge Wealth Advisors
California
$2.65M +$78.6K +1,902 +3%
SF
124
Summit Financial
New Jersey
$2.62M -$105K -2,548 -4%
IFWM
125
Institute for Wealth Management
Colorado
$2.52M -$6.78K -164 -0.3%