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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
101
Precedent Wealth Partners
Texas
$4.2M -$238K -5,749 -5%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$4.18M +$871K +21,089 +26%
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$4.15M +$10K +242 +0.2%
IAA
104
Independent Advisor Alliance
North Carolina
$3.94M +$4.04M +97,720 New
CMS
105
Capital Market Strategies
Florida
$3.74M -$29.1K -703 -0.8%
LPT
106
Legacy Private Trust
Wisconsin
$3.71M -$135K -3,255 -3%
CTC
107
Central Trust Company
Missouri
$3.57M -$154K -3,731 -4%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$3.49M -$41 -1 -0%
RFA
109
Rollins Financial Advisors
New York
$3.48M +$54.9K +1,328 +2%
UWS
110
Unique Wealth Strategies
Illinois
$3.41M -$51.3K -1,241 -1%
HHRDM
111
H&H Retirement Design & Management
Nevada
$3.38M -$57.2K -1,385 -2%
YWM
112
Yoder Wealth Management
California
$3.37M – – –
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.35M +$163K +3,952 +5%
Northern Trust
114
Northern Trust
Illinois
$3.34M +$102K +2,475 +3%
KW
115
KWB Wealth
California
$3.31M -$503K -12,163 -13%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$3.24M -$82.6K -2,000 -2%
SIC
117
Sigma Investment Counselors
Michigan
$3.18M -$4.42K -107 -0.1%
FA
118
FDx Advisors
Illinois
$2.84M -$198K -4,797 -6%
SFS
119
Security Financial Services
Indiana
$2.84M -$56.8K -1,374 -2%
SPC
120
Sigma Planning Corp
Michigan
$2.78M -$21K -507 -0.7%
MGIA
121
Moneta Group Investment Advisors
Missouri
$2.68M +$37.9K +918 +1%
TBWA
122
Three Bridge Wealth Advisors
California
$2.65M +$78.6K +1,902 +3%
SF
123
Summit Financial
New Jersey
$2.62M -$105K -2,548 -4%
IFWM
124
Institute for Wealth Management
Colorado
$2.52M -$6.78K -164 -0.3%
JWA
125
JFS Wealth Advisors
Pennsylvania
$2.47M -$116K -2,797 -4%