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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$271K +$10.7K +605 +4%
EWA
152
EP Wealth Advisors
California
$251K – – –
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$248K +$252K +14,280 New
Millennium Management
154
Millennium Management
New York
$241K +$23.8K +1,350 +11%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$230K -$143K -8,140 -38%
BWA
156
Burt Wealth Advisors
Maryland
$229K +$85.9K +4,875 +59%
IA
157
IFP Advisors
Florida
$219K +$223K +12,630 New
CS
158
Comerica Securities
Michigan
$215K – – –
TI
159
Truepoint Inc
Ohio
$212K -$33.8K -1,915 -14%
GWS
160
Glassman Wealth Services
Virginia
$211K – – –
CCS
161
Crosspoint Capital Strategies
California
$207K +$199K +11,315 New
WPP
162
Whalerock Point Partners
Rhode Island
$206K +$209K +11,880 New
PAG
163
Private Advisor Group
New Jersey
$204K +$208K +11,775 New
BFC
164
Blue Fin Capital
Rhode Island
$201K +$204K +11,550 New
SEIA
165
Signature Estate & Investment Advisors
California
$176K +$178K +10,110 New
JP Morgan Chase
166
JP Morgan Chase
New York
$170K +$173K +9,795 New
MCM
167
Manchester Capital Management
Vermont
$168K +$170K +9,670 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$157K – – –
PMFA
169
Plante Moran Financial Advisors
Michigan
$129K – – –
PSI
170
Pinnacle Summer Investments
Virginia
$120K – – –
DPA
171
Delphi Private Advisors
California
$119K +$121K +6,850 New
BBHC
172
Brown Brothers Harriman & Co
New York
$104K – – –
BlackRock
173
BlackRock
New York
$97K +$98.3K +5,575 New
LWM
174
LBA Wealth Management
Florida
$83K – – –
WP
175
WealthPLAN Partners
Nebraska
$74K +$225K +12,750 New