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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$1.04M +$367K +16,615 +57%
WG
127
Welch Group
Alabama
$1.03M -$19.6K -890 -2%
PMFA
128
Plante Moran Financial Advisors
Michigan
$991K -$153K -6,915 -14%
MIH
129
Madison Investment Holdings
Wisconsin
$970K – – –
PWM
130
Paulson Wealth Management
Illinois
$960K – – –
ACG
131
Allen Capital Group
Nebraska
$953K +$15.4K +700 +2%
Deutsche Bank
132
Deutsche Bank
Germany
$946K +$710K +32,180 +337%
EWM
133
Evercore Wealth Management
New York
$919K – – –
HA
134
Harborview Advisors
Maine
$890K +$866K +39,245 New
IWM
135
IHT Wealth Management
Illinois
$885K -$179K -8,100 -17%
BFC
136
Blue Fin Capital
Rhode Island
$858K -$77.5K -3,510 -8%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$840K -$259K -11,730 -31%
FNBT
138
FineMark National Bank & Trust
Florida
$839K – – –
CA
139
Cetera Advisors
Colorado
$812K +$34.6K +1,570 +5%
WWM
140
Windsor Wealth Management
Indiana
$801K – – –
AC
141
Alexandria Capital
Virginia
$795K – – –
Northern Trust
142
Northern Trust
Illinois
$758K -$27.1K -1,230 -4%
BO
143
BRR OpCo
Ohio
$748K +$728K +32,990 New
SPC
144
Sigma Planning Corp
Michigan
$747K +$129K +5,850 +22%
Stifel Financial
145
Stifel Financial
Missouri
$712K +$47.6K +2,155 +7%
WAM
146
Weatherly Asset Management
California
$673K -$45.2K -2,050 -6%
BSW
147
Buckingham Strategic Wealth
Missouri
$664K +$393K +17,810 +155%
Brown Advisory
148
Brown Advisory
Maryland
$647K -$890K -40,340 -59%
Creative Planning
149
Creative Planning
Kansas
$641K -$23.3K -1,055 -4%
BWM
150
Bernicke Wealth Management
Wisconsin
$638K +$441 +20 +0.1%