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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
Gladstone Institutional Advisory
Florida
$1.35M +$159 +5 +0%
SFP
127
Sterling Financial Planning
New Jersey
$1.34M -$205K -6,440 -13%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$1.34M +$128K +4,030 +11%
CCM
129
Colorado Capital Management
Colorado
$1.3M
Fidelity Investments
130
Fidelity Investments
Massachusetts
$1.3M +$1.43K +45 +0.1%
EVM
131
Eaton Vance Management
Massachusetts
$1.29M
Lido Advisors
132
Lido Advisors
California
$1.25M -$12.9K -405 -1%
SPC
133
Sigma Planning Corp
Michigan
$1.24M +$313K +9,835 +34%
TRCT
134
Tower Research Capital (TRC)
New York
$1.22M +$1.21M +38,000 +760,000%
CFFP
135
Center for Financial Planning
Michigan
$1.21M -$63.5K -1,995 -5%
CFS
136
Cannon Financial Strategists
Georgia
$1.18M
PMFA
137
Plante Moran Financial Advisors
Michigan
$1.12M
WWM
138
Windsor Wealth Management
Indiana
$1.12M
AI
139
Atria Investments
North Carolina
$1.12M +$1.11M +34,805 New
Stifel Financial
140
Stifel Financial
Missouri
$1.1M +$30.2K +950 +3%
PP
141
Prudential plc
United Kingdom
$1.1M +$228K +7,150 +26%
RFC
142
Regions Financial Corp
Alabama
$1.06M +$45.7K +1,435 +5%
PWP
143
Principle Wealth Partners
Connecticut
$993K
IC
144
Inscription Capital
Texas
$993K +$986K +30,970 New
CL
145
COWA LLC
Oklahoma
$974K -$151K -4,750 -26%
VWA
146
V Wealth Advisors
Kansas
$963K -$51.1K -1,605 -5%
EWM
147
Evercore Wealth Management
New York
$948K
GC
148
Gratus Capital
Georgia
$943K
SWP
149
Stratos Wealth Partners
Ohio
$904K -$27.2K -855 -3%
BO
150
BRR OpCo
Ohio
$904K -$1.91K -60 -0.2%