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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALA
151
Atherton Lane Advisers
California
$214K -$141K -7,600 -39%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$164K
SEIA
153
Signature Estate & Investment Advisors
California
$163K -$7.34K -395 -4%
BWA
154
Burt Wealth Advisors
Maryland
$152K
Citigroup
155
Citigroup
New York
$147K +$75.8K +4,080 +101%
PMFA
156
Plante Moran Financial Advisors
Michigan
$135K
PSI
157
Pinnacle Summer Investments
Virginia
$126K
Truist Financial
158
Truist Financial
North Carolina
$116K +$118K +6,375 New
BBHC
159
Brown Brothers Harriman & Co
New York
$109K
BWFA
160
Baltimore-Washington Financial Advisors
Maryland
$99K
WA
161
Waverly Advisors
Alabama
$88K
LWM
162
LBA Wealth Management
Florida
$87K
FANJ
163
Financial Architects (New Jersey)
New Jersey
$77K +$59.8K +3,220 +322%
WEC
164
Winslow Evans & Crocker
Massachusetts
$73.6K
HDIM
165
Hanson & Doremus Investment Management
Vermont
$67K +$279 +15 +0.4%
NFG
166
Next Financial Group
Texas
$58K -$93 -5 -0.2%
WT
167
Whittier Trust
California
$45K +$46.4K +2,500 New
IWMPD
168
Integrated Wealth Management (Palm Desert)
California
$39K
LNB
169
Ledyard National Bank
$38K -$923K -49,670 -96%
DBT
170
Dubuque Bank & Trust
Iowa
$36K +$37.3K +2,010 New
WBG
171
Wharton Business Group
Pennsylvania
$28.3K -$19.5K -1,050 -0.1%
WP
172
WealthPLAN Partners
Nebraska
$25K +$186 +10 +0.7%
W
173
Wealthfront
California
$24K
FWM
174
Focused Wealth Management
New York
$20K
AIM
175
Advantage Investment Management
Iowa
$18K -$32.7K -1,760 -64%