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Invesco FTSE RAFI US 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthPLAN Partners
Nebraska
$596K +$3.77K +170 +0.6%
Creative Planning
152
Creative Planning
Kansas
$595K +$91.4K +4,120 +16%
Stifel Financial
153
Stifel Financial
Missouri
$594K -$26.9K -1,215 -4%
ECM
154
ETrade Capital Management
Virginia
$593K +$112K +5,030 +21%
EFS
155
Essex Financial Services
Connecticut
$592K -$1.14M -51,470 -64%
PWM
156
Perigon Wealth Management
California
$590K +$20.6K +930 +3%
GRP
157
Global Retirement Partners
California
$582K +$55.4K +2,500 +10%
BWM
158
Bernicke Wealth Management
Wisconsin
$571K -$4.55K -205 -0.7%
BPB
159
Badgley, Phelps & Bell
Washington
$569K +$621K +28,025 New
TI
160
Truepoint Inc
Ohio
$566K -$64.1K -2,890 -9%
FCMT
161
Founders Capital Management (Texas)
Texas
$559K – – –
LFAS
162
Level Four Advisory Services
Texas
$556K +$141K +6,355 +30%
SPC
163
Sigma Planning Corp
Michigan
$550K +$262K +11,795 +77%
PCG
164
Private Capital Group
Connecticut
$527K – – –
AIA
165
AIMZ Investment Advisors
California
$508K – – –
LSA
166
L & S Advisors
California
$508K – – –
APSP
167
Asset Planning Services (Pennsylvania)
Pennsylvania
$502K +$3.66K +165 +0.7%
RCG
168
Ruggie Capital Group
Florida
$471K -$649K -29,270 -56%
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$469K +$512K +23,110 New
RMAM
170
Raab & Moskowitz Asset Management
New Jersey
$468K +$512K +23,075 New
CWM
171
Cornerstone Wealth Management
Missouri
$455K +$496K +22,370 New
SFS
172
Sowell Financial Services
Arkansas
$449K +$491K +22,125 New
FFA
173
Fragasso Financial Advisors
Pennsylvania
$445K +$486K +21,905 New
ACP
174
Aviance Capital Partners
Florida
$439K -$15.2K -685 -3%
VAG
175
VisionPoint Advisory Group
Texas
$423K +$462K +20,825 New