We are live on ! Find out more
PRF icon

Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$595K +$91.4K +4,120 +16%
Stifel Financial
152
Stifel Financial
Missouri
$594K -$26.9K -1,215 -4%
ECM
153
ETrade Capital Management
Virginia
$593K +$112K +5,030 +21%
EFS
154
Essex Financial Services
Connecticut
$592K -$1.14M -51,470 -64%
PWM
155
Perigon Wealth Management
California
$590K +$20.6K +930 +3%
GRP
156
Global Retirement Partners
California
$582K +$55.4K +2,500 +10%
BWM
157
Bernicke Wealth Management
Wisconsin
$571K -$4.55K -205 -0.7%
BPB
158
Badgley, Phelps & Bell
Washington
$569K +$621K +28,025 New
TI
159
Truepoint Inc
Ohio
$566K -$64.1K -2,890 -9%
FCMT
160
Founders Capital Management (Texas)
Texas
$559K
LFAS
161
Level Four Advisory Services
Texas
$556K +$141K +6,355 +30%
SPC
162
Sigma Planning Corp
Michigan
$550K +$262K +11,795 +77%
PCG
163
Private Capital Group
Connecticut
$527K
AIA
164
AIMZ Investment Advisors
California
$508K
LSA
165
L & S Advisors
California
$508K
APSP
166
Asset Planning Services (Pennsylvania)
Pennsylvania
$502K +$3.66K +165 +0.7%
RCG
167
Ruggie Capital Group
Florida
$471K -$649K -29,270 -56%
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$469K +$512K +23,110 New
RMAM
169
Raab & Moskowitz Asset Management
New Jersey
$468K +$512K +23,075 New
CWM
170
Cornerstone Wealth Management
Missouri
$455K +$496K +22,370 New
SFS
171
Sowell Financial Services
Arkansas
$449K +$491K +22,125 New
FFA
172
Fragasso Financial Advisors
Pennsylvania
$445K +$486K +21,905 New
ACP
173
Aviance Capital Partners
Florida
$439K -$15.2K -685 -3%
VAG
174
VisionPoint Advisory Group
Texas
$423K +$462K +20,825 New
CFB
175
Cullen/Frost Bankers
Texas
$410K +$448K +20,200 New