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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPP
151
Whalerock Point Partners
Rhode Island
$226K -$22K -1,185 -9%
GWS
152
Glassman Wealth Services
Virginia
$220K – – –
NPC
153
National Planning Corporation
California
$219K -$62.6K -3,370 -22%
ALA
154
Atherton Lane Advisers
California
$214K -$141K -7,600 -39%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$164K – – –
SEIA
156
Signature Estate & Investment Advisors
California
$163K -$7.34K -395 -4%
BWA
157
Burt Wealth Advisors
Maryland
$152K – – –
Citigroup
158
Citigroup
New York
$147K +$75.8K +4,080 +101%
PMFA
159
Plante Moran Financial Advisors
Michigan
$135K – – –
PSI
160
Pinnacle Summer Investments
Virginia
$126K – – –
Truist Financial
161
Truist Financial
North Carolina
$116K +$118K +6,375 New
BBHC
162
Brown Brothers Harriman & Co
New York
$109K – – –
BWFA
163
Baltimore-Washington Financial Advisors
Maryland
$99K – – –
WA
164
Waverly Advisors
Alabama
$88K – – –
LWM
165
LBA Wealth Management
Florida
$87K – – –
FANJ
166
Financial Architects (New Jersey)
New Jersey
$77K +$59.8K +3,220 +322%
WEC
167
Winslow Evans & Crocker
Massachusetts
$73.6K – – –
HDIM
168
Hanson & Doremus Investment Management
Vermont
$67K +$279 +15 +0.4%
NFG
169
Next Financial Group
Texas
$58K -$93 -5 -0.2%
WT
170
Whittier Trust
California
$45K +$46.4K +2,500 New
IWMPD
171
Integrated Wealth Management (Palm Desert)
California
$39K – – –
LNB
172
Ledyard National Bank
$38K -$923K -49,670 -96%
DBT
173
Dubuque Bank & Trust
Iowa
$36K +$37.3K +2,010 New
WP
174
WealthPLAN Partners
Nebraska
$25K +$186 +10 +0.7%
W
175
Wealthfront
California
$24K – – –