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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSA
126
Ken Stern & Associates
California
$650K -$314 -15 -0%
FCMT
127
Founders Capital Management (Texas)
Texas
$643K
William Blair & Company
128
William Blair & Company
Illinois
$639K +$31.4K +1,500 +5%
LWCFA
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$639K +$624K +29,820 New
EWM
130
Evercore Wealth Management
New York
$635K
Stifel Financial
131
Stifel Financial
Missouri
$628K +$81.5K +3,895 +15%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$623K
VNA
133
Valley National Advisers
Pennsylvania
$612K -$13.9K -665 -2%
SFS
134
Summit Financial Strategies
Ohio
$603K +$10.6K +505 +2%
SPC
135
Sigma Planning Corp
Michigan
$600K +$26.4K +1,260 +5%
CAM
136
Cidel Asset Management
Ontario, Canada
$587K -$50.4K -2,410 -8%
SPIA
137
Steward Partners Investment Advisory
New York
$584K +$571K +27,285 New
CWM
138
Cornerstone Wealth Management
Missouri
$566K +$24K +1,145 +5%
DY
139
Dowling & Yahnke
California
$563K -$43.6K -2,085 -7%
Millennium Management
140
Millennium Management
New York
$545K +$327K +15,645 +160%
AIA
141
AIMZ Investment Advisors
California
$536K
APSP
142
Asset Planning Services (Pennsylvania)
Pennsylvania
$516K +$2.72K +130 +0.5%
CA
143
Cetera Advisors
Colorado
$498K -$71.7K -3,425 -13%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$455K
ACP
145
Aveo Capital Partners
Colorado
$454K
MRC
146
Millburn Ridgefield Corp
New York
$443K -$162K -7,750 -27%
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$432K +$837 +40 +0.2%
LFAS
148
Level Four Advisory Services
Texas
$417K -$207K -9,880 -34%
SC
149
Scotia Capital
Ontario, Canada
$396K +$7.95K +380 +2%
CS
150
Comerica Securities
Michigan
$387K +$14.9K +710 +4%