We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modern Wealth Management
Kansas
$3.75M +$233K +4,797 +7%
LPT
127
Legacy Private Trust
Wisconsin
$3.75M -$421K -8,671 -10%
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$3.72M -$21.9K -450 -0.6%
KAS
129
Kestra Advisory Services
Texas
$3.72M +$191K +3,936 +5%
YWM
130
Yoder Wealth Management
California
$3.65M -$23.5K -483 -0.6%
WWA
131
WCG Wealth Advisors
Nevada
$3.61M -$223K -4,589 -6%
CTC
132
Central Trust Company
Missouri
$3.57M -$181K -3,731 -5%
UWS
133
Unique Wealth Strategies
Illinois
$3.56M -$917K -18,860 -20%
FWM
134
Forteris Wealth Management
New York
$3.44M -$32.8K -674 -0.9%
JCM
135
Jacobi Capital Management
Pennsylvania
$3.35M +$2.77K +57 +0.1%
MGIA
136
Moneta Group Investment Advisors
Missouri
$3.15M +$16.8K +345 +0.5%
WOSD
137
WFA of San Diego
California
$3.13M -$26.3K -541 -0.8%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$3.07M +$729K +14,989 +30%
FA
139
FDx Advisors
Illinois
$3.07M +$3.14M +64,529 New
Wealthfront Advisers
140
Wealthfront Advisers
California
$3.01M +$668K +13,751 +28%
SIC
141
Sigma Investment Counselors
Michigan
$2.97M -$97.2K -2,000 -3%
SFS
142
Security Financial Services
Indiana
$2.95M -$287K -5,902 -9%
IFWM
143
Institute for Wealth Management
Colorado
$2.83M -$24.5K -505 -0.8%
SSWM
144
Smith Salley Wealth Management
North Carolina
$2.82M
US Bancorp
145
US Bancorp
Minnesota
$2.72M +$449K +9,244 +19%
NB
146
Northwest Bancshares
Pennsylvania
$2.7M -$23.1K -475 -0.8%
BPA
147
Beacon Pointe Advisors
California
$2.7M +$1.88M +38,708 +214%
GVAG
148
Great Valley Advisor Group
Delaware
$2.58M -$21.4K -440 -0.8%
CAC
149
Certified Advisory Corp
Florida
$2.53M +$205K +4,208 +9%
Goldman Sachs
150
Goldman Sachs
New York
$2.5M +$2.56M +52,633 New