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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$3.69M -$2.3K -50 -0.1%
YWM
127
Yoder Wealth Management
California
$3.63M -$41.2K -895 -1%
KeyBank National Association
128
KeyBank National Association
Ohio
$3.62M +$3.15M +68,482 +782%
KAS
129
Kestra Advisory Services
Texas
$3.49M +$3.64K +79 +0.1%
MWM
130
Modern Wealth Management
Kansas
$3.46M -$6.68K -145 -0.2%
FWM
131
Forteris Wealth Management
New York
$3.43M +$3.36M +73,050 New
JCM
132
Jacobi Capital Management
Pennsylvania
$3.3M +$319K +6,936 +11%
SFS
133
Security Financial Services
Indiana
$3.19M -$2.9K -63 -0.1%
WOSD
134
WFA of San Diego
California
$3.12M -$139K -3,010 -4%
MGIA
135
Moneta Group Investment Advisors
Missouri
$3.09M +$226K +4,916 +8%
SIC
136
Sigma Investment Counselors
Michigan
$3.03M
IFWM
137
Institute for Wealth Management
Colorado
$2.81M -$39.9K -867 -1%
SSWM
138
Smith Salley Wealth Management
North Carolina
$2.78M
NB
139
Northwest Bancshares
Pennsylvania
$2.69M -$10K -218 -0.4%
GVAG
140
Great Valley Advisor Group
Delaware
$2.57M -$11.6K -252 -0.5%
JWA
141
JFS Wealth Advisors
Pennsylvania
$2.52M -$60.3K -1,309 -2%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$2.33M +$1.52K +33 +0.1%
Wealthfront Advisers
143
Wealthfront Advisers
California
$2.32M +$133K +2,878 +6%
CAC
144
Certified Advisory Corp
Florida
$2.3M +$408K +8,869 +22%
BIA
145
Bell Investment Advisors
California
$2.26M -$50.8K -1,103 -2%
US Bancorp
146
US Bancorp
Minnesota
$2.25M -$18.4K -399 -0.8%
BP
147
Ballentine Partners
Massachusetts
$2.22M
SPC
148
Sigma Planning Corp
Michigan
$2.2M -$35K -761 -2%
SF
149
Summit Financial
New Jersey
$2.19M -$53K -1,151 -2%
MFG
150
Merit Financial Group
Georgia
$2.19M +$1.17M +25,408 +120%